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 FUNDS3 years Filed as: ALLIANCEBERNSTEIN LP Service code 27 501 COMMERCE ST · NASHVILLE, TN 37302 | Advisory (Plan) | $47,700 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,423 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,912 | $95,274-30.8% | $135,903-51.5% | $74,419-11.4% |
| Participation rate | 79.4% | 78.2%+1.3pp | 81.9%-2.5pp | 70.7%+8.7pp |
| Annual return | 24.67% | 32.77%-8.1pp | 68.23%-43.6pp | 34.38%-9.7pp |
| Employer contribution / active EE | $2,847 | $3,874-26.5% | $4,856-41.4% | $2,637+8.0% |
| Participant deferral / active EE | $8,724 | $7,782+12.1% | $7,758+12.5% | $4,528+92.7% |
| Admin fee / account holder | $197 | $266-26.1% | $10,762-98.2% | $348-43.5% |