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 |
|---|---|---|
MONETA GROUP LLC2 years Filed as: MONETA GROUP INVESTMENT ADVISORS LL Service code 27 100 S. BRENTWOOD BLVD STE 500 · CLAYTON, MO 63105 | Advisory (Plan) | $20,242 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,725 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,879 | $59,417+2.5% | $93,606-35.0% | $74,495-18.3% |
| Participation rate | 88.1% | 59.7%+28.4pp | 68.7%+19.4pp | 67.2%+20.9pp |
| Annual return | 12.99% | 81.83%-68.8pp | 133.20%-120.2pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $690 | $1,264-45.4% | $2,420-71.5% | $2,623-73.7% |
| Participant deferral / active EE | $3,115 | $3,050+2.1% | $4,411-29.4% | $4,346-28.3% |
| Admin fee / account holder | $218 | $3,021-92.8% | $8,285-97.4% | $1,942-88.8% |