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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $28,125 |
MAHONEY SABOL1 year Filed as: MAHONEY SABOL AND COMPANY LLC Service code 10 180 GLASTONBURY BLVD STE 400 · GLASTONBURY, CT 06033 | Accounting | $19,875 |
Service code 27 1801 CALIFORNIA ST · DENVER, CO 80202 | Advisory (Plan) | $11,007 |
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 | $71,283 | $88,890-19.8% | $102,423-30.4% | $77,643-8.2% |
| Participation rate | 97.5% | 80.9%+16.6pp | 76.5%+21.0pp | 70.6%+26.9pp |
| Annual return | 14.44% | 24.98%-10.5pp | 29.32%-14.9pp | 31.24%-16.8pp |
| Employer contribution / active EE | $1,404 | $2,698-47.9% | $3,023-53.6% | $2,726-48.5% |
| Participant deferral / active EE | $4,616 | $5,145-10.3% | $5,053-8.7% | $4,647-0.7% |
| Admin fee / account holder | $68 | $235-71.2% | $9,451-99.3% | $430-84.2% |