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 6-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 COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $310,988 |
TSG RESOURCES INC1 year Service code 15 · EIN 72-1383025 | Recordkeeping | $18,415 |
NFP RETIREMENT INC1 year Service code 15 · EIN 33-0905143 | Recordkeeping | $17,500 |
TD AMERITRADE, INC.4+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage; Shareholder ser... | $750 |
Filed as: QDRO CONSULTANTS Service code 16 · EIN 34-1820650 | Consulting | $600 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,215 | $37,317+42.6% | $77,024-30.9% | $77,904-31.7% |
| Participation rate | 89.6% | 46.9%+42.7pp | 67.9%+21.7pp | 73.7%+15.9pp |
| Annual return | -16.16% | -5.88%-10.3pp | 42.32%-58.5pp | 12.21%-28.4pp |
| Employer contribution / active EE | $2,218 | $1,218+82.1% | $2,812-21.1% | $2,848-22.1% |
| Participant deferral / active EE | $6,484 | $2,564+152.8% | $4,426+46.5% | $4,806+34.9% |
| Admin fee / account holder | $96 | $126-24.0% | $5,425-98.2% | $133-27.9% |