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 |
|---|---|---|
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $25,415 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,693 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 28 4860 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Investment Management | $40 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,790 | $71,050+43.3% | $93,606+8.7% | $80,856+25.9% |
| Participation rate | 98.8% | 60.4%+38.3pp | 68.7%+30.0pp | 67.6%+31.1pp |
| Annual return | 15.72% | 11.26%+4.5pp | 133.20%-117.5pp | 35.59%-19.9pp |
| Employer contribution / active EE | $2,811 | $1,564+79.7% | $2,420+16.2% | $2,755+2.0% |
| Participant deferral / active EE | $11,774 | $4,034+191.9% | $4,411+166.9% | $4,296+174.1% |
| Admin fee / account holder | $214 | $6,945-96.9% | $8,285-97.4% | $6,918-96.9% |