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 | $164,188 |
ALDEN CAPITAL6 years Filed as: J ALDEN ASSOCIATES INC Service code 55 37 WEST AVE STE 301 · WAYNE, PA 19087 | Other Commissions | $96,618 |
Filed as: THE RETIREMENT PLAN COMPANY,LLC Service code 13 P O BOX 306462 · NASHVILLE, TN 372306462 | Contract Administrator | $16,313 |
ALLIANCE PENSION CONSULTANTS, LLC11+ years Filed as: THE PARAGON ALLIANCE GROUP LLC Service code 13 300 HARLEYSVILLE PIKE · SOUDERTON, PA 18964 | Contract Administrator | $15,936 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,384 |
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 | $252,534 | $100,923+150.2% | $150,045+68.3% | $74,304+239.9% |
| Participation rate | 97.6% | 70.1%+27.5pp | 82.3%+15.3pp | 60.3%+37.3pp |
| Annual return | 15.99% | 51.77%-35.8pp | 62.55%-46.6pp | 29.43%-13.4pp |
| Employer contribution / active EE | $4,358 | $3,463+25.8% | $4,693-7.1% | $2,241+94.5% |
| Participant deferral / active EE | $11,785 | $6,709+75.7% | $7,997+47.4% | $3,767+212.8% |
| Admin fee / account holder | $9 | $2,767-99.7% | $13,435-99.9% | $2,969-99.7% |