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 |
|---|---|---|
MITCHELL & TITUS, LLP3 years Service code 10 ONE BATTERY PARK PLAZA, 27TH FL · NEW YORK, NY 10004 | Accounting | $29,000 |
ROTHSCHILD ASSET MANAGEMENT3 years Filed as: ROTHSCHILD INVESTMENT CORPORATION Service code 27 311 SOUTH WACKER DRIVE, #5900 · CHICAGO, IL 60606 | Advisory (Plan) | $22,370 |
HOWARD SIMON & ASSOCIATES, INC.9+ years Service code 13 P.O. BOX 2549 · NORTHBROOK, IL 60065 | Contract Administrator | $14,746 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $68,650 | $93,571-26.6% | $135,903-49.5% | $75,163-8.7% |
| Participation rate | 84.9% | 75.2%+9.8pp | 81.9%+3.0pp | 67.2%+17.8pp |
| Annual return | 11.44% | 30.90%-19.5pp | 68.23%-56.8pp | 160.62%-149.2pp |
| Employer contribution / active EE | $939 | $3,537-73.4% | $4,856-80.7% | $2,670-64.8% |
| Participant deferral / active EE | $3,690 | $6,404-42.4% | $7,758-52.4% | $4,125-10.6% |
| Admin fee / account holder | $819 | $6,975-88.3% | $10,762-92.4% | $5,651-85.5% |