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 |
|---|---|---|
Service code 27 · EIN 34-1660652 3701 BOARDMAN-CANFIELD RD. SUITE 1 · CANFIELD, OH 44406 | Advisory (Plan) | $47,307 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 · EIN 84-0467907 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $29,341 |
BEARD PENSION SERVICES, INC.7 years Service code 13 · EIN 34-1760227 3701 BOARDMAN-CANFIELD RD. SUITE 1 · CANFIELD, OH 44406 | Contract Administrator | $5,600 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,645 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,760 | $99,078-16.5% | $96,544-14.3% | $74,419+11.2% |
| Participation rate | 89.1% | 80.7%+8.5pp | 76.0%+13.2pp | 70.7%+18.4pp |
| Annual return | 15.83% | 22.48%-6.7pp | 25.84%-10.0pp | 34.38%-18.5pp |
| Employer contribution / active EE | $2,912 | $2,570+13.3% | $2,965-1.8% | $2,637+10.4% |
| Participant deferral / active EE | $4,892 | $4,933-0.8% | $4,851+0.9% | $4,528+8.0% |
| Admin fee / account holder | $270 | $225+20.2% | $8,252-96.7% | $348-22.3% |