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 8-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: STEWARD PARNTERS INVESTMENTS ADVIS Service code 27 ONE INTERNATIONAL PL STE 3210 · BOSTON, MA 02110 | Advisory (Plan) | $46,417 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $40,396 |
ACUFF & ASSOCIATES, INC.8+ years Service code 13 · EIN 62-1477251 320 SEVEN SPRINGS WAY, SUITE 115 · BRENTWOOD, TN 37027 | Contract Administrator | $13,000 |
TMCE LLP2 years Service code 10 6425 YOUREE DR STE 480 · SHREVEPORT, LA 71105 | Accounting | $10,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,086 |
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.
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 | $302,360 | $55,415+445.6% | $155,509+94.4% | $74,495+305.9% |
| Participation rate | 99.0% | 61.9%+37.1pp | 78.2%+20.9pp | 67.2%+31.8pp |
| Annual return | 9.88% | 268.50%-258.6pp | 64.67%-54.8pp | 1364.94%-1355.1pp |
| Employer contribution / active EE | $10,782 | $2,267+375.6% | $4,672+130.8% | $2,623+311.1% |
| Participant deferral / active EE | $6,951 | $2,836+145.1% | $5,626+23.6% | $4,346+60.0% |
| Admin fee / account holder | $570 | $1,738-67.2% | $15,912-96.4% | $1,942-70.6% |