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 |
|---|---|---|
HANCOCK WHITNEY BANK1 year Filed as: HANCOCK WHITNEY Service code 99 2510 14TH ST · GULFPORT, MS 39501 | Other Fees | $56,458 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $32,020 |
Filed as: HEARD MCELROY & VESTAL Service code 13 PO BOX 1607 · SHREVEPORT, LA 711651607 | Contract Administrator | $9,709 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,573 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 72 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Other investment fees and expenses | $35 |
Filed as: EMPOWER FINANCIAL SERVICES, INC Service code 59 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder Servicing | $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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $513,518 | $102,317+401.9% | $146,958+249.4% | $80,856+535.1% |
| Participation rate | 97.3% | 75.8%+21.5pp | 82.2%+15.2pp | 67.6%+29.7pp |
| Annual return | 17.95% | 134.76%-116.8pp | 418.34%-400.4pp | 35.59%-17.6pp |
| Employer contribution / active EE | $5,087 | $3,713+37.0% | $4,933+3.1% | $2,755+84.7% |
| Participant deferral / active EE | $15,208 | $6,644+128.9% | $8,070+88.5% | $4,296+254.0% |
| Admin fee / account holder | $38,242 | $7,941+381.6% | $12,998+194.2% | $6,918+452.8% |