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 |
|---|---|---|
PARK CAPITAL MANAGEMENT LLC6 years Service code 27 740 REGENT ST · MADISON, WI 53715 | Advisory (Plan) | $22,231 |
PREMIER RETIREMENT PARTNERS6 years Service code 13 8040 EXCELSIOR DRIVE · MADISON, WI 53717 | Contract Administrator | $18,658 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,948 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $728 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,106 | $79,171-40.5% | $102,423-54.0% | $74,495-36.8% |
| Participation rate | 84.7% | 74.8%+9.9pp | 76.5%+8.2pp | 67.2%+17.5pp |
| Annual return | 14.47% | 54.93%-40.5pp | 29.32%-14.9pp | 1364.94%-1350.5pp |
| Employer contribution / active EE | $1,440 | $2,362-39.0% | $3,023-52.4% | $2,623-45.1% |
| Participant deferral / active EE | $3,626 | $4,415-17.9% | $5,053-28.2% | $4,346-16.6% |
| Admin fee / account holder | $396 | $2,001-80.2% | $9,451-95.8% | $1,942-79.6% |