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 9-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: MIDWEST CAPITAL ADVISORS LLC Service code 27 3001 ORCHARD VISTA DR SE · GRAND RAPIDS, MI 49546 | Advisory (Plan) | $62,931 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $56,991 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $198,903 | $119,446+66.5% | $150,045+32.6% | $85,563+132.5% |
| Participation rate | 95.4% | 75.4%+20.0pp | 82.3%+13.1pp | 66.0%+29.5pp |
| Annual return | 20.55% | 23.72%-3.2pp | 62.55%-42.0pp | 31.51%-11.0pp |
| Employer contribution / active EE | $5,393 | $4,078+32.3% | $4,693+14.9% | $2,654+103.3% |
| Participant deferral / active EE | $9,400 | $7,985+17.7% | $7,997+17.5% | $4,375+114.8% |
| Admin fee / account holder | $257 | $548-53.1% | $13,435-98.1% | $834-69.2% |