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 ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $47,764 |
Service code 99 6504 BRIDGE POINT PKWY · AUSTIN, TX 787305097 | Other Fees | $3,022 |
Filed as: BENEFIT PLANS PLUS, LLC Service code 13 11701 BORMAN DR STE 300 · ST LOUIS, MO 63146 | Contract Administrator | $0 |
Filed as: NORTHWESTERN MUTUAL INVESTMENT SVCS Service code 55 720 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Other Commissions | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,107 | $71,883-33.1% | $86,677-44.5% | $68,494-29.8% |
| Participation rate | 98.9% | 72.2%+26.6pp | 76.6%+22.3pp | 67.9%+31.0pp |
| Annual return | -13.08% | 3.52%-16.6pp | 35.91%-49.0pp | -7.84%-5.2pp |
| Employer contribution / active EE | $2,208 | $2,173+1.6% | $2,836-22.1% | $2,596-14.9% |
| Participant deferral / active EE | $3,205 | $3,779-15.2% | $4,656-31.2% | $4,027-20.4% |
| Admin fee / account holder | $375 | $6,112-93.9% | $7,493-95.0% | $5,403-93.1% |