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 |
|---|---|---|
PRIVATE ADVISOR GROUP LLC5 years Service code 27 65 MADISON AVE. SUITE 300 · MORRISTOWN, NJ 07960 | Advisory (Plan) | $57,588 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $43,013 |
Service code 13 6737 W WASHINGTON SUITE 1105 · MILWAUKEE, WI 53214 | Contract Administrator | $6,731 |
Filed as: QDRO CONSULTANTS COMPANY Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $800 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,788 | $52,208+64.3% | $86,612-1.0% | $74,419+15.3% |
| Participation rate | 88.6% | 66.3%+22.3pp | 71.7%+16.9pp | 70.7%+17.9pp |
| Annual return | 29.43% | 44.46%-15.0pp | 591.07%-561.6pp | 34.38%-4.9pp |
| Employer contribution / active EE | $2,920 | $2,282+27.9% | $3,022-3.4% | $2,637+10.7% |
| Participant deferral / active EE | $7,645 | $3,383+126.0% | $4,438+72.3% | $4,528+68.8% |
| Admin fee / account holder | $217 | $319-32.0% | $5,614-96.1% | $348-37.7% |