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 |
|---|---|---|
Service code 27 425 S WOODS MILL RD · TOWN AND COUNTRY, MO 63017 | Advisory (Plan) | $20,002 |
Filed as: EMPOWER ANNUITY INS COMPANY OF AMER Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLIAGE, CO 80111 | Recordkeeping Fees | $16,699 |
Filed as: BENEFIT PLANS PLUS Service code 13 11701 BORMAN DR · ST. LOUIS, MO 63146 | Contract Administrator | $9,091 |
Filed as: LEAFHOUSE FINANCIAL ADVISORY LLC Service code 27 6011 WEST COURTYARD DRIVE · AUSTIN, TX 78730 | Advisory (Plan) | $4,546 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,949 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,277 | $79,171-42.8% | $102,423-55.8% | $74,495-39.2% |
| Participation rate | 98.9% | 74.8%+24.1pp | 76.5%+22.4pp | 67.2%+31.7pp |
| Annual return | 13.51% | 54.93%-41.4pp | 29.32%-15.8pp | 1364.94%-1351.4pp |
| Employer contribution / active EE | $2,077 | $2,362-12.1% | $3,023-31.3% | $2,623-20.8% |
| Participant deferral / active EE | $2,287 | $4,415-48.2% | $5,053-54.7% | $4,346-47.4% |
| Admin fee / account holder | $208 | $2,001-89.6% | $9,451-97.8% | $1,942-89.3% |