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 | $46,059 |
AMERICAN FUNDS8+ years Filed as: CAPITAL STRATEGIES INVESTMENT GROUP Service code 27 ONE PARKVIEW PLAZA, STE 620 · OAKBROOK TERRACE, IL 60181 | Advisory (Plan) | $12,500 |
MILLER COOPER & CO LTD5 years Service code 10 1751 LAKE COOK RD STE 400 · DEERFIELD, IL 60015 | Accounting | $11,500 |
Employer contribution per participant 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 | $54,127 | $86,655-37.5% | $119,609-54.7% | $66,914-19.1% |
| Participation rate | 94.2% | 75.6%+18.7pp | 79.3%+15.0pp | 69.8%+24.4pp |
| Annual return | -11.96% | -8.00%-4.0pp | -14.97%+3.0pp | 1.58%-13.5pp |
| Employer contribution / active EE | $514 | $2,536-79.7% | $4,232-87.9% | $2,544-79.8% |
| Participant deferral / active EE | $3,704 | $4,358-15.0% | $5,602-33.9% | $4,237-12.6% |
| Admin fee / account holder | $255 | $755-66.2% | $10,323-97.5% | $593-57.1% |