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.
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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 |
|---|---|---|
WOODBURY FINANCIAL SERVICES3 years Filed as: WOODBURY FINANCIAL SERVICES INC Service code 27 7755 3RD ST N · OAKDALE, MN 55128 | Advisory (Plan) | $18,014 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,403 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,788 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,275 | $50,199-41.7% | $70,092-58.2% | $66,914-56.3% |
| Participation rate | 51.6% | 66.3%-14.7pp | 70.5%-18.9pp | 69.8%-18.2pp |
| Annual return | -16.55% | -13.85%-2.7pp | 190.73%-207.3pp | 1.58%-18.1pp |
| Employer contribution / active EE | $1,208 | $1,864-35.2% | $2,559-52.8% | $2,544-52.5% |
| Participant deferral / active EE | $2,860 | $3,112-8.1% | $3,849-25.7% | $4,237-32.5% |
| Admin fee / account holder | $363 | $600-39.5% | $6,267-94.2% | $593-38.8% |