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 |
|---|---|---|
INVESTMENT CONSULTING GROUP5 years Filed as: INVESTMENT CONSULTING GROUP INC Service code 27 5117 JERSEY RIDGE ROAD, STE 1 · DAVENPORT, IA 52807 | Advisory (Plan) | $17,677 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,141 |
Service code 13 300 TRI-STATE INTERNATIONAL DRIVE · LINCOLNSHIRE, IL 60069 | Contract Administrator | $10,585 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,532 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,645 | $61,272+167.1% | $149,673+9.3% | $71,457+129.0% |
| Participation rate | 94.3% | 62.5%+31.8pp | 78.8%+15.5pp | 67.9%+26.4pp |
| Annual return | 17.04% | 35.85%-18.8pp | 134.42%-117.4pp | 28.85%-11.8pp |
| Employer contribution / active EE | $2,514 | $2,378+5.7% | $4,818-47.8% | $2,588-2.8% |
| Participant deferral / active EE | $5,306 | $2,917+81.9% | $5,680-6.6% | $4,289+23.7% |
| Admin fee / account holder | $219 | $1,261-82.6% | $13,210-98.3% | $1,587-86.2% |