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 |
|---|---|---|
CLIFTONLARSONALLEN LLP2 years Service code 10 P.O. BOX 829709 · PHILADELPHIA, PA 19182 | Accounting | $18,480 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,825 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $8,807 |
Service code 27 722 ESSINGTON RD STE A · JOLIET, IL 60435 | Advisory (Plan) | $4,585 |
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 | $58,905 | $62,624-5.9% | $177,989-66.9% | $77,643-24.1% |
| Participation rate | 96.4% | 66.8%+29.5pp | 77.1%+19.3pp | 70.6%+25.8pp |
| Annual return | 13.50% | 16.16%-2.7pp | 294.48%-281.0pp | 31.24%-17.7pp |
| Employer contribution / active EE | $2,321 | $1,909+21.6% | $3,949-41.2% | $2,726-14.9% |
| Participant deferral / active EE | $3,568 | $4,219-15.4% | $6,276-43.1% | $4,647-23.2% |
| Admin fee / account holder | $64 | $386-83.3% | $10,363-99.4% | $430-85.1% |