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 5-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: ALLIANT INSURANCE SERVICES INC DBA Service code 27 101 PARK AVE 14TH FL · NEW YORK, NY 10178 | Advisory (Plan) | $55,586 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,284 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $819 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,716 | $92,055-28.6% | $106,213-38.1% | $77,643-15.4% |
| Participation rate | 58.7% | 81.0%-22.3pp | 75.3%-16.6pp | 70.6%-11.9pp |
| Annual return | 13.91% | 17.91%-4.0pp | 116.14%-102.2pp | 31.24%-17.3pp |
| Employer contribution / active EE | $2,017 | $3,367-40.1% | $3,171-36.4% | $2,726-26.0% |
| Participant deferral / active EE | $4,072 | $5,386-24.4% | $5,016-18.8% | $4,647-12.4% |
| Admin fee / account holder | $350 | $219+59.7% | $11,033-96.8% | $430-18.7% |