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 |
|---|---|---|
STEPHENS INC2 years Service code 27 111 CENTER ST STE 400 · LITTLE ROCK, AR 72201 | Advisory (Plan) | $31,697 |
SOLOMON PAGE GROUP LLC1 year Filed as: SOLOMON AND NISLOW PA Service code 10 821 N CHARLES ST · BALTIMORE, MD 21201 | Accounting | $30,750 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,630 |
3 funds of $250K or more; 26 lines in all, holding $4.3M of the plan's $4.3M. From the 2024 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| 1DRVBAL Manager not matched · Other | $2.3M | 52.4% |
| 1NTSPI4 Manager not matched · Other | $480K | 11.0% |
| 140TRP5 Manager not matched · Other | $365K | 8.4% |
| 145TRP5 Manager not matched · Other | $146K | 3.4% |
| 1DRVINC Manager not matched · Other | $139K | 3.2% |
| 1pcsmx Manager not matched · Other | $137K | 3.2% |
| 125TRP5 Manager not matched · Other | $83K | 1.9% |
| 1rergx Manager not matched · Other | $82K | 1.9% |
| 1mefzx Manager not matched · Other | $82K | 1.9% |
| 130TRP5 Manager not matched · Other | $69K | 1.6% |
See the other 16 lines in this lineup with Solo.
Solo shows every fund in this plan's lineup and every change since the prior filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,720 | $50,815-33.6% | $155,509-78.3% | $77,643-56.6% |
| Participation rate | 28.7% | 63.1%-34.4pp | 78.2%-49.5pp | 70.6%-41.9pp |
| Annual return | 8.74% | 34.80%-26.1pp | 64.67%-55.9pp | 31.24%-22.5pp |
| Employer contribution / active EE | $336 | $1,993-83.1% | $4,672-92.8% | $2,726-87.7% |
| Participant deferral / active EE | $1,033 | $2,822-63.4% | $5,626-81.6% | $4,647-77.8% |
| Admin fee / account holder | $634 | $437+45.2% | $15,912-96.0% | $430+47.3% |