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 RETIREMENT Service code 15 · EIN 47-2534181 8515 E. ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $106,135 |
Filed as: TIC MIDWEST Service code 14 · EIN 13-2600875 6525 CENTURION DRIVE · LANSING, MI 489179275 | Plan Administrator | $57,284 |
THE SEGAL COMPANY2 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 550 W. WASHINGTON BLVD. · CHICAGO, IL 60661 | Advisory (Plan) | $51,000 |
THE SEGAL COMPANY2 years Filed as: SEGAL SELECT INSURANCE SERVICES Service code 22 · EIN 46-0614919 333 WEST 34TH STREET · NEW YORK, NY 10001 | Insurance Broker | $28,958 |
THE SEGAL COMPANY10+ years Service code 16 · EIN 13-1975125 101 NORTH WACKER DRIVE · CHICAGO, IL 606061724 | Consulting | $24,738 |
DGPERRY, PLLC1 year Filed as: DGPERRY CPAS + ADVISORS Service code 10 · EIN 83-3033790 3711 STARRS CENTRE DRIVE · CANFIELD, OH 44406 | Accounting | $20,000 |
ASCENSUS LLC3 years Filed as: LEDBETTER PARTNERS, LLC Service code 29 · EIN 03-0599899 429 N. PENNSYLVANIA AVE. · INDIANAPOLIS, IN 46204 | Legal | $15,692 |
CLIFTONLARSONALLEN LLP4 years Service code 10 · EIN 41-0746749 220 SOUTH SIXTH STREET · MINNEAPOLIS, MN 554021436 | Accounting | $9,096 |
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 | $85,944 | $103,641-17.1% | $107,525-20.1% | $102,872-16.5% |
| Participation rate | 81.2% | 79.4%+1.8pp | 75.1%+6.1pp | 73.0%+8.2pp |
| Annual return | 4.44% | 13.08%-8.6pp | 181.32%-176.9pp | 19.06%-14.6pp |
| Employer contribution / active EE | $4,550 | $5,096-10.7% | $3,754+21.2% | $3,526+29.0% |
| Participant deferral / active EE | $0 | $3,789-100.0% | $5,116-100.0% | $5,535-100.0% |
| Admin fee / account holder | $126 | $276-54.5% | $8,919-98.6% | $292-57.0% |