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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.
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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: ALLIED INVESTMENT ADVISORS, LLC Service code 27 3409 TRANSTECH WAY STE A · BILLINGS, MT 59102 | Advisory (Plan) | $91,465 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,005 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 27 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Advisory (Plan) | $5,419 |
RANDALL & HURLEY, INC.6 years Service code 13 · EIN 91-1661080 1328 N WHITMAN LANE · LIBERTY LAKE, WA 990197594 | Contract Administrator | $4,020 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $179,596 | $122,239+46.9% | $184,203-2.5% | $74,495+141.1% |
| Participation rate | 88.4% | 85.5%+3.0pp | 86.8%+1.6pp | 67.2%+21.2pp |
| Annual return | 11.71% | 19.95%-8.2pp | 28.81%-17.1pp | 1364.94%-1353.2pp |
| Employer contribution / active EE | $12,832 | $4,537+182.8% | $6,427+99.7% | $2,623+389.2% |
| Participant deferral / active EE | $1,252 | $7,139-82.5% | $9,131-86.3% | $4,346-71.2% |
| Admin fee / account holder | $630 | $1,260-50.0% | $13,901-95.5% | $1,942-67.6% |