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 | $70,803 |
SMITH & HOWARD, PC1 year Filed as: SMITH BROTHERS FINANCIAL, LLC Service code 27 68 NATIONAL DRIVE · GLASTONBURY, CT 06033 | Advisory (Plan) | $29,171 |
ADP BROKER-DEALER6 years Filed as: PENSION CONSULTANTS, INC. Service code 13 10 WATERSIDE DR, SUITE 200 · FARMINGTON, CT 06032 | Contract Administrator | $18,755 |
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 | $112,149 | $130,194-13.9% | $169,993-34.0% | $71,457+56.9% |
| Participation rate | 95.4% | 86.1%+9.3pp | 87.0%+8.4pp | 67.9%+27.5pp |
| Annual return | 14.59% | 20.37%-5.8pp | 53.37%-38.8pp | 28.85%-14.3pp |
| Employer contribution / active EE | $2,371 | $4,381-45.9% | $6,785-65.1% | $2,588-8.4% |
| Participant deferral / active EE | $9,986 | $6,923+44.2% | $10,408-4.0% | $4,289+132.8% |
| Admin fee / account holder | $444 | $966-54.0% | $12,815-96.5% | $1,587-72.0% |