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 |
|---|---|---|
SUMMIT FINANCIAL CORPORATION8+ years Filed as: SUMMIT FINANCIAL WEALTH ADVISORS, L Service code 27 PO BOX 53007 · LAFAYETTE, LA 70505 | Advisory (Plan) | $27,289 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,783 | $71,883+9.6% | $86,677-9.1% | $68,494+15.0% |
| Participation rate | 56.8% | 72.2%-15.4pp | 76.6%-19.8pp | 67.9%-11.1pp |
| Annual return | -11.95% | 3.52%-15.5pp | 35.91%-47.9pp | -7.84%-4.1pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,836-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,835 | $3,779-25.0% | $4,656-39.1% | $4,027-29.6% |
| Admin fee / account holder | $217 | $6,112-96.5% | $7,493-97.1% | $5,403-96.0% |