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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $36,528 |
VALMARK ADVISERS INC6 years Service code 27 130 SPRINGSIDE DRIVE · AKRON, OH 44333 | Advisory (Plan) | $19,470 |
Filed as: DOWNEAST PENSION SERVICES INC Service code 13 41 CAMPUS DRIVE · NEW GLOUCESTER, ME 04260 | Contract Administrator | $1,800 |
CARON & BLETZER, PLLC2 years Filed as: CARON AND BLETZER PLLC Service code 10 1 LIBRARY LANE · KINGSTON, NH 03848 | Accounting | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,091 | $62,624-58.3% | $177,989-85.3% | $77,643-66.4% |
| Participation rate | 74.4% | 66.8%+7.5pp | 77.1%-2.7pp | 70.6%+3.8pp |
| Annual return | 14.02% | 16.16%-2.1pp | 294.48%-280.5pp | 31.24%-17.2pp |
| Employer contribution / active EE | $631 | $1,909-66.9% | $3,949-84.0% | $2,726-76.8% |
| Participant deferral / active EE | $1,943 | $4,219-53.9% | $6,276-69.0% | $4,647-58.2% |
| Admin fee / account holder | $205 | $386-46.9% | $10,363-98.0% | $430-52.4% |