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 |
|---|---|---|
Filed as: CALDER INVESTMENT ADVISORS, INC DBA Service code 27 7504 THORNAPPLE RIVER DR SE · ADA, MI 49301 | Advisory (Plan) | $22,904 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,464 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $446 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,625 | $59,417-18.2% | $93,606-48.1% | $74,495-34.7% |
| Participation rate | 90.2% | 59.7%+30.5pp | 68.7%+21.5pp | 67.2%+23.0pp |
| Annual return | 18.20% | 81.83%-63.6pp | 133.20%-115.0pp | 1364.94%-1346.7pp |
| Employer contribution / active EE | $1,754 | $1,264+38.8% | $2,420-27.5% | $2,623-33.1% |
| Participant deferral / active EE | $4,852 | $3,050+59.1% | $4,411+10.0% | $4,346+11.7% |
| Admin fee / account holder | $144 | $3,021-95.2% | $8,285-98.3% | $1,942-92.6% |