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 7-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 |
|---|---|---|
SANTEFORT INVESTMENT GROUP, LLC7+ years Service code 27 · EIN 26-3314473 1316 EAGLE RIDGE DR · SCHERERVILLE, IN 46375 | Advisory (Plan) | $9,788 |
Filed as: RETIREMENT PLAN CONCEPTS & SERVICES Service code 13 · EIN 35-2091834 10319 DAWSONS CREEK BLVD. · FORT WAYNE, IN 46825 | Contract Administrator | $6,584 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,698 |
Service code 99 1801 CALIFORNIA STREET · DENVER, CO 80202 | Other Fees | $688 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $570 |
Filed as: EMPOWER ANNUITY INSURANCE COMPNAY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $570 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,156 | $67,984-64.5% | $65,493-63.1% | $74,304-67.5% |
| Participation rate | 83.2% | 66.3%+16.9pp | 73.1%+10.1pp | 60.3%+22.9pp |
| Annual return | 12.95% | 19.87%-6.9pp | 982.45%-969.5pp | 29.43%-16.5pp |
| Employer contribution / active EE | $1,476 | $2,491-40.7% | $2,574-42.7% | $2,241-34.1% |
| Participant deferral / active EE | $2,968 | $3,346-11.3% | $3,961-25.1% | $3,767-21.2% |
| Admin fee / account holder | $113 | $1,373-91.8% | $5,028-97.8% | $2,969-96.2% |