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 11101 SWITZER ROAD · OVERLAND PARK, KS 66210 | Advisory (Plan) | $39,437 |
Service code 13 P. O. BOX 2549 · NORTHBROOK, IL 60065 | Contract Administrator | $10,000 |
CRAY KAISER LTD1 year Filed as: CRAY KAISER LTD. Service code 99 1901 S MEYERS ROAD · OAKBROOK TERRACE, IL 60181 | Other Fees | $9,250 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,266 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,219 |
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 | $134,840 | $72,607+85.7% | $90,749+48.6% | $66,914+101.5% |
| Participation rate | 73.0% | 73.7%-0.7pp | 75.7%-2.7pp | 69.8%+3.1pp |
| Annual return | -14.07% | -12.28%-1.8pp | -12.16%-1.9pp | 1.58%-15.6pp |
| Employer contribution / active EE | $1,657 | $2,369-30.0% | $2,921-43.3% | $2,544-34.9% |
| Participant deferral / active EE | $7,038 | $3,977+76.9% | $4,564+54.2% | $4,237+66.1% |
| Admin fee / account holder | $463 | $707-34.6% | $8,445-94.5% | $593-22.0% |