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 |
|---|---|---|
MAGNOLIA CAPITAL ADVISORS3+ years Filed as: MAGNOLIA CAPITAL ADVISORS LLC Service code 26 4500 I-55 NORTH · JACKSON, MA 39211 | Advisory (Participants) | $185,889 |
SHERIDAN ROAD ADVISORS LLC3+ years Filed as: HUB INTERNATIONAL MIDWEST LTD Service code 13 · EIN 35-0672425 | Contract Administrator | $35,080 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $25,398 |
LBMC, PC1 year Service code 10 · EIN 62-1199757 | Accounting | $17,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,919 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 59 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder Servicing | $10 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,487 | $53,136+55.2% | $155,509-47.0% | $199,593-58.7% |
| Participation rate | 56.0% | 64.1%-8.1pp | 78.2%-22.2pp | 72.0%-16.0pp |
| Annual return | 15.17% | 41.15%-26.0pp | 64.67%-49.5pp | 34.25%-19.1pp |
| Employer contribution / active EE | $2,706 | $1,851+46.2% | $4,672-42.1% | $3,034-10.8% |
| Participant deferral / active EE | $3,907 | $3,161+23.6% | $5,626-30.6% | $5,087-23.2% |
| Admin fee / account holder | $185 | $185-0.4% | $15,912-98.8% | $269-31.3% |