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 4-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: IRONVIEW CAPITAL MANAGEMENT BERGIN Service code 27 925 HARVEST DR · BLUE BELL, PA 19422 | Advisory (Plan) | $25,937 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,178 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,876 |
Filed as: THE PARAGON ALLIANCE GROUP LLC Service code 13 300 HARLEYSVILLE PIKE · SOUDERTON, PA 18964 | Contract Administrator | $4,851 |
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,472 | $54,517+7.3% | $75,972-23.0% | $74,495-21.5% |
| Participation rate | 91.9% | 60.3%+31.6pp | 69.1%+22.8pp | 67.2%+24.7pp |
| Annual return | 79.02% | 31.82%+47.2pp | 359.55%-280.5pp | 1364.94%-1285.9pp |
| Employer contribution / active EE | $2,891 | $1,777+62.7% | $2,685+7.7% | $2,623+10.2% |
| Participant deferral / active EE | $5,191 | $3,066+69.3% | $4,255+22.0% | $4,346+19.5% |
| Admin fee / account holder | $237 | $2,229-89.3% | $6,467-96.3% | $1,942-87.8% |