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 | $79,378 |
SPECTRUM INVESTMENT ADVISORS10+ years Filed as: SPECTRUM INVESTMENT ADVISORS INC Service code 27 6329 W MEQUON RD · MEQUON, WI 53092 | Advisory (Plan) | $25,000 |
VRAKAS S.C.8 years Filed as: VRAKAS/BLUM, S.C. Service code 10 445 SOUTH MOORLAND ROAD STE 400 · BROOKFIELD, WI 53005 | Accounting | $12,600 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,878 | $106,028-14.3% | $146,958-38.2% | $77,643+17.0% |
| Participation rate | 90.8% | 78.4%+12.5pp | 82.2%+8.7pp | 70.6%+20.3pp |
| Annual return | 15.94% | 56.73%-40.8pp | 418.34%-402.4pp | 31.24%-15.3pp |
| Employer contribution / active EE | $2,738 | $4,063-32.6% | $4,933-44.5% | $2,726+0.4% |
| Participant deferral / active EE | $10,240 | $7,990+28.2% | $8,070+26.9% | $4,647+120.3% |
| Admin fee / account holder | $161 | $337-52.3% | $12,998-98.8% | $430-62.6% |