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 | $72,196 |
OSAIC WEALTH INC1 year Filed as: OSAIC WEALTH, INC Service code 55 | Other Commissions | $36,388 |
Service code 13 | Contract Administrator | $10,000 |
Filed as: WORLD INVESTMENT ADVISORS, LLC Service code 27 24 E. COTA ST. STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $9,936 |
Filed as: COTA STREET INVESTMENT MANAGEMENT Service code 28 24 E. COTA STREET · SANTA BARBARA, CA 93101 | Investment Management | $8,911 |
WOODBURY FINANCIAL SERVICES6 years Filed as: WOODBURY FINANCIAL SERVICES, INC. Service code 55 | Other Commissions | $4,952 |
Filed as: BLUE CHIP RETIREMENT PLANS INC. Service code 13 6737 W. WASHINGTON ST. · MILWAUKEE, WI 53214 | Contract Administrator | $2,100 |
OSAIC WEALTH INC1 year Filed as: OSAIC WEALTH Service code 55 10 EXCHANGE PLACE STE 1410 · JERSEY CITY, NJ 07302 | Other Commissions | $0 |
WOODBURY FINANCIAL SERVICES3 years Filed as: WOODBURY FINANCIAL SERVICES INC Service code 55 7755 3RD ST N · OAKDALE, MN 55128 | Other Commissions | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,200 | $129,021-44.0% | $184,203-60.8% | $77,643-7.0% |
| Participation rate | 85.6% | 87.3%-1.8pp | 86.8%-1.3pp | 70.6%+15.0pp |
| Annual return | 28.24% | 33.27%-5.0pp | 28.81%-0.6pp | 31.24%-3.0pp |
| Employer contribution / active EE | $2,375 | $4,413-46.2% | $6,427-63.0% | $2,726-12.9% |
| Participant deferral / active EE | $5,213 | $7,297-28.6% | $9,131-42.9% | $4,647+12.2% |
| Admin fee / account holder | $315 | $254+24.0% | $13,901-97.7% | $430-26.9% |