See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $68,701 |
UBS FINANCIAL SERVICES INC10+ years Service code 27 PO BOX 198928 · NASHVILLE, TN 37238 | Advisory (Plan) | $57,489 |
BAKER TILLY US, LLP10+ years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 2599 WILMINGTON RD · NEW CASTLE, PA 16105 | Accounting | $18,750 |
Filed as: THE MANDMARBLESTONE GROUP INC Service code 13 · EIN 20-4780677 ONE RAYMOND DRIVE SUITE 7 · HAVERTOWN, PA 19083 | Contract Administrator | $3,496 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $729,500 | $101,317+620.0% | $146,958+396.4% | $74,495+879.3% |
| Participation rate | 97.1% | 75.5%+21.5pp | 82.2%+14.9pp | 67.2%+29.9pp |
| Annual return | 14.90% | 8730.91%-8716.0pp | 418.34%-403.4pp | 1364.94%-1350.0pp |
| Employer contribution / active EE | $20,983 | $3,810+450.7% | $4,933+325.4% | $2,623+700.0% |
| Participant deferral / active EE | $14,465 | $7,303+98.1% | $8,070+79.3% | $4,346+232.9% |
| Admin fee / account holder | $867 | $1,739-50.1% | $12,998-93.3% | $1,942-55.3% |