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 |
|---|---|---|
HORAN SECURITIES INC3+ years Service code 55 4990 E GALBRAITH RD STE 102 · CINCINNATI, OH 45236 | Other Commissions | $24,550 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,661 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,124 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,348 | $71,192+4.4% | $117,854-36.9% | $62,292+19.4% |
| Participation rate | 97.2% | 74.2%+23.0pp | 79.7%+17.5pp | 69.5%+27.7pp |
| Annual return | 17.52% | 18.66%-1.1pp | 335.08%-317.6pp | 28.90%-11.4pp |
| Employer contribution / active EE | $7,394 | $1,934+282.4% | $3,786+95.3% | $2,042+262.1% |
| Participant deferral / active EE | $4,823 | $3,189+51.2% | $4,482+7.6% | $3,169+52.2% |
| Admin fee / account holder | $42 | $587-92.9% | $8,020-99.5% | $479-91.3% |