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 |
|---|---|---|
AB FUNDS2 years Filed as: ALLIANCEBERNSTEIN LP Service code 27 1345 AVENUE OF THE AMERICAS · NEW YORK, NY 10105 | Advisory (Plan) | $41,056 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,859 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $73,085 | $84,487-13.5% | $125,339-41.7% | $66,914+9.2% |
| Participation rate | 98.5% | 76.4%+22.1pp | 82.4%+16.1pp | 69.8%+28.7pp |
| Annual return | -5.47% | -8.39%+2.9pp | 572.05%-577.5pp | 1.58%-7.0pp |
| Employer contribution / active EE | $3,208 | $3,553-9.7% | $4,814-33.4% | $2,544+26.1% |
| Participant deferral / active EE | $8,221 | $6,781+21.2% | $7,446+10.4% | $4,237+94.0% |
| Admin fee / account holder | $220 | $685-67.9% | $10,010-97.8% | $593-62.9% |