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: GALLAGHER BENEFIT SERVICES INC DBA Service code 27 1100 SUPERIOR AVE STE 1700 · CLEVELAND, OH 44114 | Advisory (Plan) | $22,425 |
SILAS SIMMONS, LLP3 years Filed as: SILAS SIMMONS LLP Service code 10 209 N COMMERCE ST PO BOX 1027 · NATCHEZ, MS 39121 | Accounting | $11,500 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,379 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,201 | $61,774+28.2% | $97,226-18.5% | $80,856-2.0% |
| Participation rate | 78.2% | 63.5%+14.7pp | 72.7%+5.5pp | 67.6%+10.5pp |
| Annual return | 8.57% | -557.90%+566.5pp | 75.13%-66.6pp | 35.59%-27.0pp |
| Employer contribution / active EE | $1,160 | $1,837-36.8% | $2,729-57.5% | $2,755-57.9% |
| Participant deferral / active EE | $3,837 | $3,029+26.7% | $4,264-10.0% | $4,296-10.7% |
| Admin fee / account holder | $267 | $5,166-94.8% | $5,654-95.3% | $6,918-96.1% |