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 |
|---|---|---|
FIRST NATIONAL TRUST COMPANY7 years Service code 25 4140 E STATE STREET · HERMITAGE, PA 16148 | Directed Trustee | $54,217 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $47,405 |
RKL LLP7 years Service code 10 1800 FRUITVILLE PIKE · LANCASTER, PA 176048408 | Accounting | $19,623 |
DUNBAR, BENDER & ZAPF, INC.2 years Filed as: DUNBAR BENDER & ZAPF INC. Service code 13 400 HOLIDAY DR STE 102 · PITTSBURGH, PA 15220 | Contract Administrator | $13,937 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,273 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,235 | $80,724+18.0% | $103,333-7.8% | $74,495+27.8% |
| Participation rate | 98.5% | 65.7%+32.9pp | 74.5%+24.0pp | 67.2%+31.3pp |
| Annual return | 12.71% | 27.56%-14.8pp | 24.88%-12.2pp | 1364.94%-1352.2pp |
| Employer contribution / active EE | $10,215 | $3,157+223.6% | $3,868+164.1% | $2,623+289.5% |
| Participant deferral / active EE | $3,584 | $3,860-7.2% | $5,057-29.1% | $4,346-17.5% |
| Admin fee / account holder | $533 | $2,368-77.5% | $8,355-93.6% | $1,942-72.6% |