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: EMPOWER ANNUITY INSURANCE COMPANY O Service code 13 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $159,618 |
Filed as: HARPER & PEARSON COMPANY PC Service code 10 ONE RIVERWAY DR STE 1900 · HOUSTON, TX 77056 | Accounting | $89,609 |
Service code 27 PO BOX 198928 · NASHVILLE, TN 37238 | Advisory (Plan) | $71,129 |
Filed as: SOUTHWEST SERVICE Service code 13 2550 W UNION HILLS DR, STE 290 · PHOENIX, AZ 85027 | Contract Administrator | $42,273 |
CONNER & WINTERS10+ years Filed as: CONNER & WINTERS, LLP Service code 29 4000 ONE WILLIAMS CENTER · TULSA, OR 74172 | Legal | $27,469 |
THE SEGAL COMPANY1 year Filed as: SEGAL SELECT INSURANCE INC Service code 99 PO BOX 21420 · NEW YORK, NY 10087 | Other Fees | $9,068 |
LETTERSTREAM1 year Filed as: LETTERSTREAM INC Service code 13 8551 E ANDERSON DR STE 108 · SCOTTSDALE, AZ 85255 | Contract Administrator | $8,263 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $17,461 | $241,101-92.8% | $103,333-83.1% | $199,593-91.3% |
| Participation rate | 92.1% | 78.3%+13.8pp | 74.5%+17.6pp | 72.0%+20.1pp |
| Annual return | 14.16% | 17.80%-3.6pp | 24.88%-10.7pp | 34.25%-20.1pp |
| Employer contribution / active EE | $1,750 | $4,244-58.8% | $3,868-54.7% | $3,034-42.3% |
| Participant deferral / active EE | $716 | $3,958-81.9% | $5,057-85.8% | $5,087-85.9% |
| Admin fee / account holder | $114 | $288-60.3% | $8,355-98.6% | $269-57.5% |