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 |
|---|---|---|
Filed as: EMPOWER Service code 26 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Advisory (Participants) | $32,411 |
Service code 13 · EIN 94-2456320 PO BOX 1282 · CHICO, CA 95927 | Contract Administrator | $27,766 |
Filed as: MANN URRUTIA NELSON CPAS & ASSOC Service code 10 · EIN 20-0276349 | Accounting | $15,875 |
Filed as: PRIME CAPITAL ADVISORS L Service code 27 6201 COLLEGE BLVD 7TH FL · OVERLAND PARK, KS 66211 | Advisory (Plan) | $14,016 |
CREATIVE PLANNING LLC5 years Service code 26 5454 W 110TH STREET · OVERLAND PARK, KS 66211 | Advisory (Participants) | $10,924 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,299 | $87,870+30.1% | $113,168+1.0% | $74,304+53.8% |
| Participation rate | 92.6% | 70.7%+21.9pp | 76.6%+16.1pp | 60.3%+32.3pp |
| Annual return | 12.22% | 26.44%-14.2pp | 24.27%-12.1pp | 29.43%-17.2pp |
| Employer contribution / active EE | $6,494 | $2,277+185.2% | $2,975+118.3% | $2,241+189.7% |
| Participant deferral / active EE | $1,852 | $4,241-56.3% | $5,107-63.7% | $3,767-50.8% |
| Admin fee / account holder | $455 | $3,368-86.5% | $12,068-96.2% | $2,969-84.7% |