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 9-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 |
|---|---|---|
QUALIFIED PLANS, LLC5 years Filed as: QUALIFIED PLAN ADMINIISTRATORS INC Service code 13 332 E SPRINGBROOK DRIVE SUITE 400 · JOHNSON CITY, TN 37601 | Contract Administrator | $1,400 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $250 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,496 | $72,254-53.6% | $86,677-61.4% | $64,808-48.3% |
| Participation rate | 58.3% | 80.4%-22.1pp | 76.6%-18.3pp | 71.5%-13.2pp |
| Annual return | -3.56% | 392.42%-396.0pp | 35.91%-39.5pp | 32.82%-36.4pp |
| Employer contribution / active EE | $136 | $2,393-94.3% | $2,836-95.2% | $2,506-94.6% |
| Participant deferral / active EE | $374 | $4,658-92.0% | $4,656-92.0% | $4,310-91.3% |
| Admin fee / account holder | $5 | $174-97.2% | $7,493-99.9% | $188-97.4% |