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: GALLAGHER BENEFIT SERVICES Service code 27 1100 SUPERIOR AVE STE 1700 · CLEVELAND, OH 44114 | Advisory (Plan) | $50,709 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,478 |
Filed as: PREMIER RETIREMENT PARTNERS LLC Service code 13 | Contract Administrator | $10,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,056 |
Service code 13 8040 EXCELSIOR DRIVE STE 401 · MADISON, WI 53717 | Contract Administrator | $400 |
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 | $127,296 | $101,317+25.6% | $146,958-13.4% | $74,495+70.9% |
| Participation rate | 97.3% | 75.5%+21.7pp | 82.2%+15.1pp | 67.2%+30.1pp |
| Annual return | 18.36% | 8730.91%-8712.6pp | 418.34%-400.0pp | 1364.94%-1346.6pp |
| Employer contribution / active EE | $3,189 | $3,810-16.3% | $4,933-35.4% | $2,623+21.6% |
| Participant deferral / active EE | $9,974 | $7,303+36.6% | $8,070+23.6% | $4,346+129.5% |
| Admin fee / account holder | $504 | $1,739-71.0% | $12,998-96.1% | $1,942-74.1% |