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 |
|---|---|---|
QUALIFIED PLANS, LLC1 year Filed as: QUALIFIED PLAN CONSULTANTS, LLC Service code 13 · EIN 20-0223513 | Contract Administrator | $1,682 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $280 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $43,411 | $49,451-12.2% | $79,550-45.4% | $66,914-35.1% |
| Participation rate | 38.7% | 61.3%-22.6pp | 69.5%-30.8pp | 69.8%-31.1pp |
| Annual return | -8.80% | 84.25%-93.1pp | 0.16%-9.0pp | 1.58%-10.4pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,413-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $1,812 | $3,159-42.6% | $3,985-54.5% | $4,237-57.2% |
| Admin fee / account holder | $27 | $595-95.4% | $6,832-99.6% | $593-95.4% |