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 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $24,938 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,893 |
VESTGEN ADVISORS LLC1 year Service code 27 1 N FRANKLIN ST STE 1850 · CHICAGO, IL 60606 | Advisory (Plan) | $5,528 |
LINCOLN NATIONAL CORPORATION11+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $68 |
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 | $39,414 | $49,915-21.0% | $154,803-74.5% | $74,304-47.0% |
| Participation rate | 100.0% | 54.0%+46.0pp | 78.1%+21.9pp | 60.3%+39.7pp |
| Annual return | 18.33% | 34.06%-15.7pp | 58.88%-40.5pp | 29.43%-11.1pp |
| Employer contribution / active EE | $1,408 | $1,611-12.6% | $4,305-67.3% | $2,241-37.2% |
| Participant deferral / active EE | $4,560 | $2,255+102.2% | $5,540-17.7% | $3,767+21.0% |
| Admin fee / account holder | $182 | $2,189-91.7% | $14,329-98.7% | $2,969-93.9% |