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 | $137,173 |
COMPASS 360, LLC1 year Filed as: COMPASS 360 Service code 13 · EIN 81-1939215 | Contract Administrator | $71,058 |
GRAY, GRAY & GRAY1 year Filed as: GRAY GRAY & GRAY, LLP Service code 10 34 SOUTHWEST PARK · WESTWOOD, MA 02090 | Accounting | $30,000 |
MMA SECURITIES LLC8 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $30,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $15,645 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,385 | $92,055-69.2% | $106,213-73.3% | $77,643-63.4% |
| Participation rate | 99.4% | 81.0%+18.4pp | 75.3%+24.2pp | 70.6%+28.9pp |
| Annual return | 12.25% | 17.91%-5.7pp | 116.14%-103.9pp | 31.24%-19.0pp |
| Employer contribution / active EE | $2,877 | $3,367-14.5% | $3,171-9.3% | $2,726+5.6% |
| Participant deferral / active EE | $5,571 | $5,386+3.4% | $5,016+11.1% | $4,647+19.9% |
| Admin fee / account holder | $166 | $219-24.0% | $11,033-98.5% | $430-61.3% |