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: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $30,863 |
Filed as: PRINCIPAL SECURITIES INC Service code 55 711 HIGH ST · DES MOINES, IA 50392 | Other Commissions | $11,195 |
Filed as: QDRO CONSULTANTS CO LLC Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $300 |
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 | $48,051 | $84,556-43.2% | $116,228-58.7% | $74,304-35.3% |
| Participation rate | 90.3% | 66.0%+24.2pp | 74.6%+15.7pp | 60.3%+29.9pp |
| Annual return | 16.97% | 18.35%-1.4pp | 90.06%-73.1pp | 29.43%-12.5pp |
| Employer contribution / active EE | $600 | $2,168-72.3% | $2,994-80.0% | $2,241-73.2% |
| Participant deferral / active EE | $3,269 | $3,814-14.3% | $4,953-34.0% | $3,767-13.2% |
| Admin fee / account holder | $127 | $3,792-96.7% | $11,989-98.9% | $2,969-95.7% |