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) | $43,836 |
CRAY KAISER LTD4 years Filed as: CRAY KAISER LTD. Service code 10 1901 S MEYERS ROAD · OAKBROOK TERRACE, IL 60181 | Accounting | $11,000 |
ASCENSUS LLC2 years Filed as: SCP RETIREMENT SERVICES LLC Service code 13 30 N. LASALLE STREET · CHICAGO, IL 60602 | Contract Administrator | $10,000 |
VESTGEN ADVISORS LLC1 year Service code 27 1 N. FRANKLIN ST. STE 1850 · CHICAGO, IL 60606 | Advisory (Plan) | $9,433 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,462 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $186,293 | $84,556+120.3% | $116,228+60.3% | $74,304+150.7% |
| Participation rate | 68.0% | 66.0%+2.0pp | 74.6%-6.6pp | 60.3%+7.7pp |
| Annual return | 15.10% | 18.35%-3.2pp | 90.06%-75.0pp | 29.43%-14.3pp |
| Employer contribution / active EE | $1,603 | $2,168-26.0% | $2,994-46.5% | $2,241-28.5% |
| Participant deferral / active EE | $6,653 | $3,814+74.4% | $4,953+34.3% | $3,767+76.6% |
| Admin fee / account holder | $533 | $3,792-85.9% | $11,989-95.6% | $2,969-82.1% |