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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $45,224 |
Service code 27 24 E COTA ST., SUITE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $25,000 |
Filed as: HAINES ISENBARGER & SKIBA LLC Service code 10 4630-8 W JEFFERSON BLVD · FORT WAYNE, IA 46804 | Accounting | $10,500 |
Filed as: RETIREMENT PLAN CONCEPTS & SERVICES Service code 13 10319 DAWSONS CREEK BLVD., SUITE A · FORT WAYNE, IN 46825 | Contract Administrator | $8,315 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,072 | $80,724+100.8% | $103,333+56.8% | $74,495+117.6% |
| Participation rate | 66.9% | 65.7%+1.2pp | 74.5%-7.6pp | 67.2%-0.3pp |
| Annual return | 11.62% | 27.56%-15.9pp | 24.88%-13.3pp | 1364.94%-1353.3pp |
| Employer contribution / active EE | $2,062 | $3,157-34.7% | $3,868-46.7% | $2,623-21.4% |
| Participant deferral / active EE | $3,179 | $3,860-17.7% | $5,057-37.1% | $4,346-26.9% |
| Admin fee / account holder | $697 | $2,368-70.5% | $8,355-91.7% | $1,942-64.1% |