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 |
|---|---|---|
Service code 27 11634 MAPLE ST · FISHERS, IN 46038 | Advisory (Plan) | $14,805 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,894 |
Service code 13 25 MERCHANT STREET · CINCINNATI, OH 45246 | Contract Administrator | $4,751 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,943 | $73,360-67.4% | $177,989-86.5% | $74,495-67.9% |
| Participation rate | 100.0% | 66.6%+33.4pp | 77.1%+22.9pp | 67.2%+32.8pp |
| Annual return | 13.55% | 17.49%-3.9pp | 294.48%-280.9pp | 1364.94%-1351.4pp |
| Employer contribution / active EE | $2,312 | $2,216+4.3% | $3,949-41.5% | $2,623-11.9% |
| Participant deferral / active EE | $2,739 | $4,513-39.3% | $6,276-56.4% | $4,346-37.0% |
| Admin fee / account holder | $237 | $1,808-86.9% | $10,363-97.7% | $1,942-87.8% |