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 8-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: EMPOWER ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $77,716 |
HEARD MCELROY & VESTAL, LLC2 years Service code 13 P.O. BOX 1607 · SHREVEPORT, LA 711651607 | Contract Administrator | $35,159 |
Filed as: ARGENT RETIREMENT PLAN ADVISORS Service code 27 621 N. ROBINSION, SUITE 100 · OKLAHOMA CITY, OK 73102 | Advisory (Plan) | $26,281 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,745 |
Filed as: ARGENT RETIREMENT PLAN ADVISOR Service code 26 · EIN 27-2388726 500 E. REYNOLDS DR. · RUSTON, LA 71270 | Advisory (Participants) | $55 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO. Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,380 | $53,136-84.2% | $155,509-94.6% | $199,593-95.8% |
| Participation rate | 67.5% | 64.1%+3.5pp | 78.2%-10.6pp | 72.0%-4.4pp |
| Annual return | 9.81% | 41.15%-31.3pp | 64.67%-54.9pp | 34.25%-24.4pp |
| Employer contribution / active EE | $0 | $1,851-100.0% | $4,672-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $1,529 | $3,161-51.6% | $5,626-72.8% | $5,087-69.9% |
| Admin fee / account holder | $122 | $185-34.2% | $15,912-99.2% | $269-54.6% |