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 |
|---|---|---|
THE ASCENT GROUP, LLC5 years Filed as: THE ASCENT GROUP LLC Service code 27 192 BALLARD CT STE 400 · VIRGINIA BEACH, VA 23462 | Advisory (Plan) | $88,334 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $78,978 |
CHARLES W. SNADER, P.C.1 year Filed as: CHARLES W SNADER PC Service code 99 237 HANBURY RD E STE 17 BOX 615 · CHESAPEAKE, VA 23322 | Other Fees | $3,325 |
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 | $144,360 | $100,923+43.0% | $150,045-3.8% | $74,304+94.3% |
| Participation rate | 96.8% | 70.1%+26.8pp | 82.3%+14.5pp | 60.3%+36.5pp |
| Annual return | 14.84% | 51.77%-36.9pp | 62.55%-47.7pp | 29.43%-14.6pp |
| Employer contribution / active EE | $7,501 | $3,463+116.6% | $4,693+59.8% | $2,241+234.7% |
| Participant deferral / active EE | $20,807 | $6,709+210.1% | $7,997+160.2% | $3,767+452.3% |
| Admin fee / account holder | $499 | $2,767-82.0% | $13,435-96.3% | $2,969-83.2% |