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 INS. CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,069 |
ADP BROKER-DEALER3 years Filed as: PENSION CONSULTANTS INC Service code 13 10 WATERSIDE DRIVE, STE 200 · FARMINGTON, CT 06032 | Contract Administrator | $1,560 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,412 | $55,415-70.4% | $155,509-89.4% | $74,495-78.0% |
| Participation rate | 99.5% | 61.9%+37.6pp | 78.2%+21.3pp | 67.2%+32.3pp |
| Annual return | 12.74% | 268.50%-255.8pp | 64.67%-51.9pp | 1364.94%-1352.2pp |
| Employer contribution / active EE | $1,265 | $2,267-44.2% | $4,672-72.9% | $2,623-51.8% |
| Participant deferral / active EE | $0 | $2,836-100.0% | $5,626-100.0% | $4,346-100.0% |
| Admin fee / account holder | $57 | $1,738-96.7% | $15,912-99.6% | $1,942-97.1% |