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 |
|---|---|---|
ERISA SERVICES, INC.3 years Filed as: ERISA SERVICES INC Service code 13 PO BOX 24628 · KNOXVILLE, TN 37933 | Contract Administrator | $12,154 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,962 |
OSAIC WEALTH INC3 years Filed as: OSAIC ADVISORY SERVICES LLC Service code 27 5155 PEACHTREE PKWY STE 3220 · NORCROSS, GA 30092 | Advisory (Plan) | $9,555 |
WMG FINANCIAL ADVISORS1 year Filed as: WMG FINANCIAL ADVISORS LLC Service code 27 620 MAYBURY HOOD RD. · KNOXVILLE, TN 37932 | Advisory (Plan) | $4,608 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,754 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,523 | $66,098-38.7% | $101,794-60.2% | $74,304-45.5% |
| Participation rate | 48.0% | 53.8%-5.7pp | 69.2%-21.2pp | 60.3%-12.3pp |
| Annual return | 14.11% | 19.59%-5.5pp | 30.53%-16.4pp | 29.43%-15.3pp |
| Employer contribution / active EE | $922 | $1,082-14.8% | $2,289-59.7% | $2,241-58.9% |
| Participant deferral / active EE | $1,264 | $2,781-54.5% | $4,084-69.0% | $3,767-66.4% |
| Admin fee / account holder | $283 | $4,146-93.2% | $8,777-96.8% | $2,969-90.5% |