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: REINHART BOERNER VAN DEUREN NORRIS Service code 29 · EIN 39-1126909 | Legal | $43,278 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 13 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $37,836 |
ANDCO CONSULTING6 years Filed as: ANDCO CONSULTING LLC Service code 16 · EIN 59-3676225 | Consulting | $24,000 |
BAUMAN ASSOCIATES8 years Filed as: BAUMAN ASSOCIATES LTD Service code 10 · EIN 39-1277627 | Accounting | $20,960 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,897 | $92,971+80.6% | $96,683+73.7% | $74,419+125.6% |
| Participation rate | 84.8% | 71.5%+13.2pp | 74.3%+10.4pp | 70.7%+14.0pp |
| Annual return | 15.95% | 37.49%-21.5pp | 35.69%-19.7pp | 34.38%-18.4pp |
| Employer contribution / active EE | $11,029 | $3,426+221.9% | $3,737+195.1% | $2,637+318.2% |
| Participant deferral / active EE | $843 | $3,970-78.8% | $4,878-82.7% | $4,528-81.4% |
| Admin fee / account holder | $240 | $633-62.1% | $6,730-96.4% | $348-31.1% |