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, IN Service code 27 2100 MARKET STREET · WHEELING, WV 26003 | Advisory (Plan) | $78,113 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $69,457 |
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 | $14,125 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,352 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 55 | Other Commissions | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,755 | $129,021-40.5% | $184,203-58.3% | $77,643-1.1% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.8%+13.2pp | 70.6%+29.4pp |
| Annual return | 10.74% | 33.27%-22.5pp | 28.81%-18.1pp | 31.24%-20.5pp |
| Employer contribution / active EE | $4,488 | $4,413+1.7% | $6,427-30.2% | $2,726+64.6% |
| Participant deferral / active EE | $3,827 | $7,297-47.6% | $9,131-58.1% | $4,647-17.6% |
| Admin fee / account holder | $257 | $254+1.3% | $13,901-98.2% | $430-40.3% |