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 |
|---|---|---|
NATIONWIDE2+ years Service code 15 · EIN 31-1592130 | Recordkeeping | $9,324 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,190 |
MALCOLM THOMPSON & ASSOCIATES2+ years Service code 15 · EIN 26-4203770 | Recordkeeping | $600 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $70 |
Filed as: KESTRA INVESTMENT SERVICES, LLC Service code 22 5707 SOUTHWEST PARKWAY · AUSTIN, TX 787353300 | Insurance Broker | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,243 | $72,448-61.0% | $118,746-76.2% | $69,631-59.4% |
| Participation rate | 42.0% | 79.7%-37.6pp | 78.3%-36.3pp | 70.7%-28.7pp |
| Annual return | 24.53% | 19.06%+5.5pp | 24.54%0pp | 27571.02%-27546.5pp |
| Employer contribution / active EE | $1,362 | $3,771-63.9% | $4,193-67.5% | $2,032-33.0% |
| Participant deferral / active EE | $2,427 | $4,943-50.9% | $5,332-54.5% | $3,224-24.7% |
| Admin fee / account holder | $89 | $99-10.1% | $10,720-99.2% | $110-19.6% |