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 3-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: GALLAGHER BENEFIT SERVICES INC Service code 27 DBA GALLAGEHER FIDUC · CLEVELAND, OH 44114 | Advisory (Plan) | $22,148 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 OF AMERICA · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,759 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,743 |
COOK STREET CONSULTING3+ years Filed as: COOK MARTIN POULSON, PC Service code 13 2180 SOUTH 1300 EAST SUITE 430 · SALT LAKE CITY, UT 84106 | Contract Administrator | $2,140 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,183 | $122,239-56.5% | $184,203-71.1% | $74,495-28.6% |
| Participation rate | 83.2% | 85.5%-2.3pp | 86.8%-3.7pp | 67.2%+16.0pp |
| Annual return | 26.82% | 19.95%+6.9pp | 28.81%-2.0pp | 1364.94%-1338.1pp |
| Employer contribution / active EE | $2,331 | $4,537-48.6% | $6,427-63.7% | $2,623-11.1% |
| Participant deferral / active EE | $12,702 | $7,139+77.9% | $9,131+39.1% | $4,346+192.3% |
| Admin fee / account holder | $274 | $1,260-78.2% | $13,901-98.0% | $1,942-85.9% |