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 CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $66,099 |
SMITH & HOWARD, PC3 years Filed as: SMITH BROTHERS FINANCIAL, LLC Service code 27 68 NATIONAL DRIVE · GLASTONBURY, CT 06033 | Advisory (Plan) | $29,991 |
ADP BROKER-DEALER8 years Filed as: PENSION CONSULTANTS, INC. Service code 13 10 WATERSIDE DR, SUITE 200 · FARMINGTON, CT 06032 | Contract Administrator | $22,924 |
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 | $120,031 | $131,799-8.9% | $200,582-40.2% | $85,563+40.3% |
| Participation rate | 94.8% | 87.9%+6.9pp | 86.9%+7.9pp | 66.0%+28.9pp |
| Annual return | 22.48% | 21.59%+0.9pp | 42.33%-19.9pp | 31.51%-9.0pp |
| Employer contribution / active EE | $2,434 | $4,532-46.3% | $6,419-62.1% | $2,654-8.3% |
| Participant deferral / active EE | $9,640 | $7,702+25.2% | $9,331+3.3% | $4,375+120.3% |
| Admin fee / account holder | $331 | $235+40.9% | $16,305-98.0% | $834-60.3% |