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 |
|---|---|---|
Filed as: MCKINLEY CARTER WEALTH SERVICES INC Service code 99 2100 MARKET STREET · WHEELING, WV 26003 | Other Fees | $34,884 |
Filed as: EMPOWER ANNUITY INSURANCE CO OF AME Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,539 |
JACKSON KELLY PLLC4 years Service code 13 · EIN 55-0423915 PO BOX 553 · CHARLESTON, WV 25322 | Contract Administrator | $8,928 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,317 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $182,513 | $81,460+124.1% | $103,333+76.6% | $80,856+125.7% |
| Participation rate | 90.3% | 66.8%+23.5pp | 74.5%+15.8pp | 67.6%+22.7pp |
| Annual return | 15.03% | 25.55%-10.5pp | 24.88%-9.9pp | 35.59%-20.6pp |
| Employer contribution / active EE | $11,937 | $3,105+284.4% | $3,868+208.6% | $2,755+333.3% |
| Participant deferral / active EE | $8,080 | $3,869+108.9% | $5,057+59.8% | $4,296+88.1% |
| Admin fee / account holder | $552 | $6,566-91.6% | $8,355-93.4% | $6,918-92.0% |