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: ALLIANT INSURANCE SERVICES Service code 13 · EIN 33-0785439 101 PARK AVENUE 14TH FLOOR · NEW YORK, NY 10178 | Contract Administrator | $24,686 |
Filed as: EMPOWER ANNUITY INSURANCE CO OF AME Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,948 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,686 |
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 | $50,874 | $56,317-9.7% | $71,209-28.6% | $74,304-31.5% |
| Participation rate | 86.0% | 55.1%+30.9pp | 73.8%+12.2pp | 60.3%+25.7pp |
| Annual return | 16.87% | 42.83%-26.0pp | 282.51%-265.6pp | 29.43%-12.6pp |
| Employer contribution / active EE | $2,021 | $2,160-6.4% | $2,721-25.7% | $2,241-9.8% |
| Participant deferral / active EE | $2,727 | $2,788-2.2% | $4,175-34.7% | $3,767-27.6% |
| Admin fee / account holder | $278 | $2,290-87.8% | $5,349-94.8% | $2,969-90.6% |