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 INS. CO. OF AMERICA Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $47,542 |
Filed as: SFG RETIREMENT PLAN CONSULTING, LLC Service code 26 · EIN 46-4984194 | Advisory (Participants) | $46,000 |
PENSION ASSURANCE LLP1 year Filed as: PENSION BENEFITS UNLIMITED, INC. Service code 13 18008 SKYPARK CIRCLE, STE 200 · IRVINE, CA 92614 | Contract Administrator | $6,039 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,872 | $88,890-7.9% | $102,423-20.1% | $77,643+5.4% |
| Participation rate | 100.0% | 80.9%+19.1pp | 76.5%+23.5pp | 70.6%+29.4pp |
| Annual return | 13.87% | 24.98%-11.1pp | 29.32%-15.5pp | 31.24%-17.4pp |
| Employer contribution / active EE | $2,689 | $2,698-0.3% | $3,023-11.0% | $2,726-1.3% |
| Participant deferral / active EE | $5,255 | $5,145+2.1% | $5,053+4.0% | $4,647+13.1% |
| Admin fee / account holder | $151 | $235-35.8% | $9,451-98.4% | $430-64.9% |