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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $41,398 |
Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $33,173 |
MARION & BLACK, LLC2 years Filed as: MARION AND BLACK LLC Service code 10 1200 E HIGH ST STE 308 · POTTSTOWN, PA 19464 | Accounting | $19,175 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $64,297 | $49,693+29.4% | $70,515-8.8% | $74,419-13.6% |
| Participation rate | 93.8% | 64.7%+29.1pp | 68.3%+25.4pp | 70.7%+23.0pp |
| Annual return | 14.26% | 21.22%-7.0pp | 32.77%-18.5pp | 34.38%-20.1pp |
| Employer contribution / active EE | $892 | $1,773-49.7% | $2,973-70.0% | $2,637-66.2% |
| Participant deferral / active EE | $4,566 | $3,376+35.3% | $4,5670% | $4,528+0.8% |
| Admin fee / account holder | $290 | $316-8.1% | $6,412-95.5% | $348-16.6% |