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: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $87,482 |
Filed as: FIFTH THIRD BANK Service code 99 38 FOUNTAIN SQ PLZ · CINCINNATI, OH 45263 | Other Fees | $5,327 |
Filed as: QDRO CONSULTANTS CO LLC Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $800 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $28,649 | $80,160-64.3% | $65,255-56.1% | $80,160-64.3% |
| Participation rate | 97.3% | 72.9%+24.4pp | 65.0%+32.3pp | 72.9%+24.4pp |
| Annual return | 13.84% | 40.38%-26.5pp | 47.35%-33.5pp | 40.38%-26.5pp |
| Employer contribution / active EE | $3,008 | $2,978+1.0% | $1,691+77.9% | $2,978+1.0% |
| Participant deferral / active EE | $1,880 | $5,017-62.5% | $2,831-33.6% | $5,017-62.5% |
| Admin fee / account holder | $25 | $145-82.9% | $4,112-99.4% | $145-82.9% |