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: CONSOLIDATED FINANCIAL MGMT GRP LLC Service code 27 5850 VENTURE DR., STE A · DUBLIN, OH 43017 | Advisory (Plan) | $27,378 |
Filed as: EMPOWER ANNUITY INSUR CO OF AMER Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,330 |
Filed as: CLARK SCHAEFER HACKET & CO Service code 13 10100 INNOVATION DRIVE · DAYTON, OH 45342 | Contract Administrator | $12,554 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,704 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,973 | $78,485+17.2% | $106,213-13.4% | $74,495+23.5% |
| Participation rate | 75.4% | 72.8%+2.6pp | 75.3%+0.1pp | 67.2%+8.2pp |
| Annual return | 13.61% | 15.95%-2.3pp | 116.14%-102.5pp | 1364.94%-1351.3pp |
| Employer contribution / active EE | $0 | $2,523-100.0% | $3,171-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $4,242 | $4,322-1.9% | $5,016-15.4% | $4,346-2.4% |
| Admin fee / account holder | $507 | $2,232-77.3% | $11,033-95.4% | $1,942-73.9% |