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 10-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 25 PO BOX 30918 · BILLINGS, MT 59116 | Directed Trustee | $150,566 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 15 · EIN 84-0467907 | Recordkeeping | $134,588 |
VERUS4 years Filed as: VERUS ADVISORY, INC. Service code 27 999 THIRD AVENUE STE 4200 · SEATTLE, WA 98104 | Advisory (Plan) | $60,064 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $48,679 |
CHARLES SCHWAB & CO., INC.3 years Service code 26 · EIN 94-1737782 | Advisory (Participants) | $3,544 |
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 | $176,222 | $111,072+58.7% | $156,263+12.8% | $102,872+71.3% |
| Participation rate | 98.8% | 80.1%+18.6pp | 78.9%+19.9pp | 73.0%+25.7pp |
| Annual return | 15.58% | 16.98%-1.4pp | 59.47%-43.9pp | 19.06%-3.5pp |
| Employer contribution / active EE | $9,988 | $4,017+148.6% | $4,333+130.5% | $3,526+183.2% |
| Participant deferral / active EE | $8,062 | $5,455+47.8% | $6,158+30.9% | $5,535+45.7% |
| Admin fee / account holder | $242 | $120+100.8% | $14,255-98.3% | $292-17.3% |