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 | $9,645 |
ADP BROKER-DEALER1 year Filed as: PENSION CONSULTANTS INC Service code 13 10 WATERSIDE DRIVE, STE 200 · FARMINGTON, CT 06032 | Contract Administrator | $1,380 |
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 | $12,484 | $65,061-80.8% | $143,757-91.3% | $66,914-81.3% |
| Participation rate | 99.4% | 65.2%+34.3pp | 80.3%+19.1pp | 69.8%+29.6pp |
| Annual return | -13.50% | -11.14%-2.4pp | -0.04%-13.5pp | 1.58%-15.1pp |
| Employer contribution / active EE | $1,127 | $2,361-52.3% | $4,951-77.2% | $2,544-55.7% |
| Participant deferral / active EE | $0 | $2,919-100.0% | $5,637-100.0% | $4,237-100.0% |
| Admin fee / account holder | $43 | $502-91.5% | $14,673-99.7% | $593-92.8% |