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 OF AMERIC Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,976 |
ADP BROKER-DEALER8 years Filed as: PENSION CONSULTANTS, INC. Service code 13 10 WATERSIDE DRIVE, STE 200 · FARMINGTON, CT 06032 | Contract Administrator | $2,655 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,862 | $47,126-68.5% | $149,673-90.1% | $74,419-80.0% |
| Participation rate | 86.5% | 63.4%+23.1pp | 78.8%+7.7pp | 70.7%+15.8pp |
| Annual return | 17.38% | 22.75%-5.4pp | 134.42%-117.0pp | 34.38%-17.0pp |
| Employer contribution / active EE | $0 | $1,905-100.0% | $4,818-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $1,683 | $2,728-38.3% | $5,680-70.4% | $4,528-62.8% |
| Admin fee / account holder | $52 | $343-84.9% | $13,210-99.6% | $348-85.1% |