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 |
|---|---|---|
MCF ADVISORS LLC2 years Service code 27 50 E RIVERCENTER BLVD · COVINGTON, KY 41011 | Advisory (Plan) | $45,559 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $39,685 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,598 | $108,549-17.5% | $156,263-42.7% | $85,563+4.7% |
| Participation rate | 100.0% | 77.1%+22.9pp | 78.9%+21.1pp | 66.0%+34.0pp |
| Annual return | 17.83% | 21.79%-4.0pp | 59.47%-41.6pp | 31.51%-13.7pp |
| Employer contribution / active EE | $2,350 | $2,690-12.6% | $4,333-45.8% | $2,654-11.4% |
| Participant deferral / active EE | $5,241 | $4,800+9.2% | $6,158-14.9% | $4,375+19.8% |
| Admin fee / account holder | $244 | $650-62.4% | $14,255-98.3% | $834-70.7% |