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 8-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 |
|---|---|---|
DANA INVESTMENT ADVISORS5 years Filed as: DANA INVESTMENT ADVISORS INC Service code 27 PO BOX 1067 · BROOKFIELD, WI 53008 | Advisory (Plan) | $59,576 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $34,895 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $14,249 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $185,353 | $50,815+264.8% | $155,509+19.2% | $77,643+138.7% |
| Participation rate | 92.7% | 63.1%+29.6pp | 78.2%+14.5pp | 70.6%+22.1pp |
| Annual return | 15.49% | 34.80%-19.3pp | 64.67%-49.2pp | 31.24%-15.7pp |
| Employer contribution / active EE | $5,996 | $1,993+200.9% | $4,672+28.3% | $2,726+120.0% |
| Participant deferral / active EE | $6,610 | $2,822+134.2% | $5,626+17.5% | $4,647+42.2% |
| Admin fee / account holder | $319 | $437-27.0% | $15,912-98.0% | $430-25.9% |