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 | $82,432 |
SMITH & HOWARD, PC2 years Filed as: SMITH BROTHERS FINANCIAL, LLC Service code 27 68 NATIONAL DRIVE · GLASTONBURY, CT 06033 | Advisory (Plan) | $27,267 |
ADP BROKER-DEALER7 years Filed as: PENSION CONSULTANTS, INC. Service code 13 10 WATERSIDE DR, SUITE 200 · FARMINGTON, CT 06032 | Contract Administrator | $20,954 |
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 | $111,010 | $122,239-9.2% | $184,203-39.7% | $74,495+49.0% |
| Participation rate | 95.9% | 85.5%+10.5pp | 86.8%+9.1pp | 67.2%+28.7pp |
| Annual return | 12.70% | 19.95%-7.2pp | 28.81%-16.1pp | 1364.94%-1352.2pp |
| Employer contribution / active EE | $2,347 | $4,537-48.3% | $6,427-63.5% | $2,623-10.5% |
| Participant deferral / active EE | $9,753 | $7,139+36.6% | $9,131+6.8% | $4,346+124.4% |
| Admin fee / account holder | $312 | $1,260-75.2% | $13,901-97.8% | $1,942-83.9% |