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 |
|---|---|---|
AB FUNDS4 years Filed as: ALLIANCEBERNSTEIN LP Service code 27 1345 AVENUE OF THE AMERICAS · NEW YORK, NY 10105 | Advisory (Plan) | $33,676 |
Filed as: EMPOWER LIFE AND ANNUITY Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $32,227 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $89,434 | $100,923-11.4% | $150,045-40.4% | $74,304+20.4% |
| Participation rate | 83.6% | 70.1%+13.6pp | 82.3%+1.3pp | 60.3%+23.3pp |
| Annual return | 17.37% | 51.77%-34.4pp | 62.55%-45.2pp | 29.43%-12.1pp |
| Employer contribution / active EE | $1,860 | $3,463-46.3% | $4,693-60.4% | $2,241-17.0% |
| Participant deferral / active EE | $8,762 | $6,709+30.6% | $7,997+9.6% | $3,767+132.6% |
| Admin fee / account holder | $370 | $2,767-86.6% | $13,435-97.2% | $2,969-87.5% |