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 |
|---|---|---|
SHUSTER ADVISORY GROUP, LLC4 years Filed as: SHUSTER ADVISORY GROUP LLC Service code 27 155 N LAKE AVE STE 500 · PASADENA, CA 91101 | Advisory (Plan) | $143,386 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,303 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $271,612 | $50,815+434.5% | $155,509+74.7% | $77,643+249.8% |
| Participation rate | 99.7% | 63.1%+36.6pp | 78.2%+21.5pp | 70.6%+29.1pp |
| Annual return | 12.42% | 34.80%-22.4pp | 64.67%-52.2pp | 31.24%-18.8pp |
| Employer contribution / active EE | $12,799 | $1,993+542.3% | $4,672+173.9% | $2,726+369.5% |
| Participant deferral / active EE | $19,584 | $2,822+594.0% | $5,626+248.1% | $4,647+321.4% |
| Admin fee / account holder | $323 | $437-26.0% | $15,912-98.0% | $430-25.0% |