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 CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,132 |
TBS AGENCY INC3 years Filed as: TBS AGENCY, INC Service code 53 · EIN 52-1473914 | Insurance Commissions | $7,054 |
ADP BROKER-DEALER9 years Filed as: PENSION CONSULTANTS Service code 13 · EIN 06-1504963 | Contract Administrator | $3,423 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $25,586 | $56,317-54.6% | $71,209-64.1% | $74,304-65.6% |
| Participation rate | 46.6% | 55.1%-8.5pp | 73.8%-27.2pp | 60.3%-13.8pp |
| Annual return | 15.05% | 42.83%-27.8pp | 282.51%-267.5pp | 29.43%-14.4pp |
| Employer contribution / active EE | $868 | $2,160-59.8% | $2,721-68.1% | $2,241-61.3% |
| Participant deferral / active EE | $609 | $2,788-78.2% | $4,175-85.4% | $3,767-83.8% |
| Admin fee / account holder | $65 | $2,290-97.2% | $5,349-98.8% | $2,969-97.8% |