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 |
|---|---|---|
THE FINWAY GROUP4 years Service code 13 5625 MILLS CIVIC PARKWAY · WEST DES MOINES, IA 50266 | Contract Administrator | $41,140 |
WOODBURY FINANCIAL SERVICES4 years Filed as: WOODBURY FINANCIAL SERVICES INC Service code 27 5665 PLAZA DR · CYPRESS, CA 90630 | Advisory (Plan) | $38,562 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,635 |
Filed as: PENSIONMARK FINANCIAL GROUP Service code 99 24 E COTA ST · SANTA BARBARA, CA 93101 | Other Fees | $6,445 |
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 | $45,254 | $47,126-4.0% | $149,673-69.8% | $74,419-39.2% |
| Participation rate | 87.5% | 63.4%+24.1pp | 78.8%+8.7pp | 70.7%+16.8pp |
| Annual return | 19.45% | 22.75%-3.3pp | 134.42%-115.0pp | 34.38%-14.9pp |
| Employer contribution / active EE | $2,054 | $1,905+7.8% | $4,818-57.4% | $2,637-22.1% |
| Participant deferral / active EE | $3,680 | $2,728+34.9% | $5,680-35.2% | $4,528-18.7% |
| Admin fee / account holder | $347 | $343+1.3% | $13,210-97.4% | $348-0.2% |