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 13 115 WEST JEFFERSON STREET · BLOOMINGTON, IL 61701 | Contract Administrator | $9,048 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,165 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,950 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,108 | $59,054+74.6% | $97,226+6.0% | $77,643+32.8% |
| Participation rate | 99.3% | 67.9%+31.4pp | 72.7%+26.6pp | 70.6%+28.7pp |
| Annual return | 13.44% | 16.96%-3.5pp | 75.13%-61.7pp | 31.24%-17.8pp |
| Employer contribution / active EE | $2,743 | $1,742+57.5% | $2,729+0.5% | $2,726+0.6% |
| Participant deferral / active EE | $5,401 | $3,930+37.4% | $4,264+26.7% | $4,647+16.2% |
| Admin fee / account holder | $16 | $346-95.2% | $5,654-99.7% | $430-96.2% |