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.
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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 52 · EIN 20-3691708 | Indirect Investment Fees | $145,635 |
MEKETA INVESTMENT GROUP11+ years Filed as: MEKETA INVESTMENT GROUP, INC Service code 27 · EIN 04-2659023 | Advisory (Plan) | $39,000 |
SCHULTHEIS & PANETTIERI, LLP11+ years Service code 10 · EIN 13-1577780 | Accounting | $30,000 |
BLITMAN & KING11+ years Filed as: BLITMAN & KING, LLP Service code 29 · EIN 16-1047304 | Legal | $24,541 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,646 | $103,641-20.3% | $107,525-23.1% | $102,872-19.7% |
| Participation rate | 77.4% | 79.4%-2.0pp | 75.1%+2.4pp | 73.0%+4.4pp |
| Annual return | 13.07% | 13.08%0pp | 181.32%-168.2pp | 19.06%-6.0pp |
| Employer contribution / active EE | $2,474 | $5,096-51.5% | $3,754-34.1% | $3,526-29.9% |
| Participant deferral / active EE | $0 | $3,789-100.0% | $5,116-100.0% | $5,535-100.0% |
| Admin fee / account holder | $321 | $276+16.4% | $8,919-96.4% | $292+10.0% |