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: COLTON GROOME FINANCIAL ADVISORS, L Service code 27 1127B HENDERSONVILLE RD. · ASHEVILLE, NC 28803 | Advisory (Plan) | $12,174 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,654 |
LOREN D. STARK COMPANY1 year Service code 13 10101 SOUTHWEST FREEWAY, SUITE 610 · HOUSTON, TX 77074 | Contract Administrator | $4,243 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,859 | $49,915-68.2% | $154,803-89.8% | $74,304-78.7% |
| Participation rate | 69.8% | 54.0%+15.8pp | 78.1%-8.3pp | 60.3%+9.4pp |
| Annual return | 16.45% | 34.06%-17.6pp | 58.88%-42.4pp | 29.43%-13.0pp |
| Employer contribution / active EE | $543 | $1,611-66.3% | $4,305-87.4% | $2,241-75.8% |
| Participant deferral / active EE | $1,128 | $2,255-50.0% | $5,540-79.6% | $3,767-70.1% |
| Admin fee / account holder | $150 | $2,189-93.1% | $14,329-99.0% | $2,969-94.9% |