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 |
|---|---|---|
MAGNOLIA CAPITAL ADVISORS4 years Filed as: MAGNOLIA CAPITOL ADVISORS LLC Service code 27 4500 I-55 NORTH STE 291 · JACKSON, MS 39211 | Advisory (Plan) | $74,327 |
AZALEA ADMINISTRATION LLC4 years Service code 13 PO BOX 180293 · MOBILE, AL 36618 | Contract Administrator | $10,000 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $85 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $329,452 | $81,248+305.5% | $155,509+111.9% | $80,856+307.5% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 12.00% | 33.31%-21.3pp | 64.67%-52.7pp | 35.59%-23.6pp |
| Employer contribution / active EE | $15,943 | $3,100+414.2% | $4,672+241.2% | $2,755+478.7% |
| Participant deferral / active EE | $6,809 | $3,452+97.3% | $5,626+21.0% | $4,296+58.5% |
| Admin fee / account holder | $705 | $7,997-91.2% | $15,912-95.6% | $6,918-89.8% |