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 |
|---|---|---|
Filed as: SOUTHLAND EQUITY PARTNERS LLC Service code 27 5940 SISSONVILLE DRIVE · CHARLESTON, WV 25312 | Advisory (Plan) | $16,281 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,974 |
VALLEY PENSION SERVICES, INC.10+ years Service code 13 1200 SCENIC DRIVE, SUITE 101 · MODESTO, CA 95350 | Contract Administrator | $5,446 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,682 | $81,248-33.9% | $155,509-65.5% | $80,856-33.6% |
| Participation rate | 54.6% | 66.2%-11.6pp | 78.2%-23.5pp | 67.6%-13.0pp |
| Annual return | 17.37% | 33.31%-15.9pp | 64.67%-47.3pp | 35.59%-18.2pp |
| Employer contribution / active EE | $1,446 | $3,100-53.4% | $4,672-69.0% | $2,755-47.5% |
| Participant deferral / active EE | $4,069 | $3,452+17.9% | $5,626-27.7% | $4,296-5.3% |
| Admin fee / account holder | $52 | $7,997-99.3% | $15,912-99.7% | $6,918-99.2% |