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 |
|---|---|---|
BATES & COMPANY, INC.1 year Filed as: BATES & COMPANY INC Service code 13 1201 S ORLANDO AVE STE 202 · WINTER PARK, FL 32789 | Contract Administrator | $13,575 |
Filed as: EMPOWER ANNUITY INSURANCE CO OF AME Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,079 |
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 | $14,934 | $57,016-73.8% | $84,966-82.4% | $80,856-81.5% |
| Participation rate | 81.0% | 56.3%+24.7pp | 67.5%+13.5pp | 67.6%+13.4pp |
| Annual return | 10.38% | 21.66%-11.3pp | 66.38%-56.0pp | 35.59%-25.2pp |
| Employer contribution / active EE | $1,324 | $1,798-26.3% | $2,727-51.4% | $2,755-51.9% |
| Participant deferral / active EE | $2,132 | $3,110-31.4% | $4,519-52.8% | $4,296-50.4% |
| Admin fee / account holder | $2 | $4,980-100.0% | $6,149-100.0% | $6,918-100.0% |