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 8-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 | $136,127 |
WARD FISHER & COMPANY6+ years Filed as: WARD FISHER & COMPANY LLP Service code 10 · EIN 05-0234540 350C CENTERVILLE ROAD · WARWICK, RI 02886 | Accounting | $90,252 |
IBEW LOCAL UNION 996+ years Service code 15 · EIN 05-0161150 22 AMFLEX DRIVE · CRANSTON, RI 02921 | Recordkeeping | $76,511 |
THE SEGAL COMPANY6+ years Service code 11 · EIN 14-1835864 333 WEST 34TH STREET · NEW YORK, NY 10001 | Actuarial | $62,000 |
RODIO & URSILLO1 year Filed as: RODIO & URSILLO LTD Service code 29 · EIN 05-0398359 33 BROAD STREET · PROVIDENCE, RI 02903 | Legal | $29,590 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $27,496 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $246,124 | $100,227+145.6% | $169,993+44.8% | $74,419+230.7% |
| Participation rate | 63.1% | 87.3%-24.2pp | 87.0%-23.9pp | 70.7%-7.6pp |
| Annual return | 3.82% | 66.08%-62.3pp | 53.37%-49.6pp | 34.38%-30.6pp |
| Employer contribution / active EE | $8,246 | $4,263+93.4% | $6,785+21.5% | $2,637+212.6% |
| Participant deferral / active EE | $851 | $7,143-88.1% | $10,408-91.8% | $4,528-81.2% |
| Admin fee / account holder | $715 | $234+204.9% | $12,815-94.4% | $348+105.5% |