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: GALLAGHER BENEFIT SERVICES INC DBA Service code 27 1100 SUPERIOR AVE STE 1700 · CLEVELAND, OH 44114 | Advisory (Plan) | $41,478 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,010 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11,759 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SWST PRKWY BLDG 2 · AUSTIN, TX 78735 | Advisory (Plan) | $3,751 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,302 | $81,908-54.5% | $90,749-58.9% | $64,808-42.4% |
| Participation rate | 95.7% | 80.5%+15.3pp | 75.7%+20.0pp | 71.5%+24.3pp |
| Annual return | -11.94% | -12.53%+0.6pp | -12.16%+0.2pp | 32.82%-44.8pp |
| Employer contribution / active EE | $4,044 | $3,065+31.9% | $2,921+38.4% | $2,506+61.4% |
| Participant deferral / active EE | $8,171 | $4,840+68.8% | $4,564+79.0% | $4,310+89.6% |
| Admin fee / account holder | $176 | $157+12.0% | $8,445-97.9% | $188-6.3% |