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 | $154,731 |
Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $28,262 |
RAPHAEL AND RAPHAEL, LLP3 years Service code 10 312 STUART STREET, 3RD FLOOR · BOSTON, MA 02116 | Accounting | $22,250 |
Filed as: THE ANGELL PENSION GROUP INC Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $17,244 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $295,044 | $96,484+205.8% | $156,263+88.8% | $74,304+297.1% |
| Participation rate | 89.9% | 67.7%+22.2pp | 78.9%+11.0pp | 60.3%+29.6pp |
| Annual return | 14.76% | 17.73%-3.0pp | 59.47%-44.7pp | 29.43%-14.7pp |
| Employer contribution / active EE | $6,950 | $2,528+174.9% | $4,333+60.4% | $2,241+210.1% |
| Participant deferral / active EE | $8,648 | $4,286+101.8% | $6,158+40.4% | $3,767+129.5% |
| Admin fee / account holder | $893 | $3,728-76.1% | $14,255-93.7% | $2,969-69.9% |