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 4-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 |
|---|---|---|
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $34,554 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,372 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 28 4860 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Investment Management | $5,004 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,310 | $101,317-55.3% | $146,958-69.2% | $74,495-39.2% |
| Participation rate | 94.7% | 75.5%+19.2pp | 82.2%+12.6pp | 67.2%+27.5pp |
| Annual return | 44.45% | 8730.91%-8686.5pp | 418.34%-373.9pp | 1364.94%-1320.5pp |
| Employer contribution / active EE | $5,129 | $3,810+34.6% | $4,933+4.0% | $2,623+95.5% |
| Participant deferral / active EE | $9,243 | $7,303+26.6% | $8,070+14.5% | $4,346+112.7% |
| Admin fee / account holder | $275 | $1,739-84.2% | $12,998-97.9% | $1,942-85.8% |