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 P. O. BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $48,478 |
CRAY KAISER LTD3 years Filed as: CRAY KAISER LTD. Service code 10 1901 S MEYERS ROAD · OAKBROOK TERRACE, IL 60181 | Accounting | $10,450 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,298 |
Service code 13 P. O. BOX 2549 · NORTHBROOK, IL 600652549 | Contract Administrator | $5,000 |
ASCENSUS LLC1 year Filed as: SCP RETIREMENT SERVICES LLC Service code 13 30 N. LASALLE STREET · CHICAGO, IL 60602 | Contract Administrator | $5,000 |
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 | $178,768 | $78,485+127.8% | $106,213+68.3% | $74,495+140.0% |
| Participation rate | 72.7% | 72.8%-0.1pp | 75.3%-2.6pp | 67.2%+5.5pp |
| Annual return | 16.67% | 15.95%+0.7pp | 116.14%-99.5pp | 1364.94%-1348.3pp |
| Employer contribution / active EE | $1,712 | $2,523-32.1% | $3,171-46.0% | $2,623-34.7% |
| Participant deferral / active EE | $7,384 | $4,322+70.8% | $5,016+47.2% | $4,346+69.9% |
| Admin fee / account holder | $508 | $2,232-77.2% | $11,033-95.4% | $1,942-73.8% |