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 INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $36,589 |
LINCOLN NATIONAL CORPORATION9+ years Filed as: LINCOLN FINANCIAL SECURITIES Service code 55 PO BOX 2201 · FORT WAYNE, IN 46801 | Other Commissions | $17,020 |
ARNOLD & KADJAN4 years Filed as: ARNOLD LUMBER CO Service code 25 251 FAIRGROUNDS RD · WEST KINGSTOWN, RI 02892 | Directed Trustee | $13,500 |
Service code 99 6504 BRIDGE POINT PKWY, STE 450 · AUSTIN, TX 78730 | Other Fees | $5,690 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,492 | $82,978-7.8% | $129,995-41.2% | $71,457+7.0% |
| Participation rate | 62.3% | 74.1%-11.8pp | 78.5%-16.2pp | 67.9%-5.6pp |
| Annual return | 16.54% | 20.60%-4.1pp | -137.18%+153.7pp | 28.85%-12.3pp |
| Employer contribution / active EE | $807 | $2,622-69.2% | $4,320-81.3% | $2,588-68.8% |
| Participant deferral / active EE | $4,553 | $4,432+2.7% | $5,820-21.8% | $4,289+6.2% |
| Admin fee / account holder | $344 | $1,729-80.1% | $10,614-96.8% | $1,587-78.3% |