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, CT 80111 | Recordkeeping Fees | $48,920 |
SMITH & HOWARD, PC3 years Filed as: SMITH BROTHERS FINANCIAL LLC Service code 27 68 NATIONAL DRIVE · GLASTONBURY, CT 06033 | Advisory (Plan) | $24,649 |
ADP BROKER-DEALER3 years Filed as: PENSION CONSULTANTS INC Service code 13 10 WATERSIDE DRIVE · FARMINGTON, CT 06032 | Contract Administrator | $21,300 |
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 | $26,137 | $50,982-48.7% | $154,803-83.1% | $85,563-69.5% |
| Participation rate | 93.1% | 59.8%+33.3pp | 78.1%+15.0pp | 66.0%+27.1pp |
| Annual return | 10.83% | 30.35%-19.5pp | 58.88%-48.0pp | 31.51%-20.7pp |
| Employer contribution / active EE | $1,620 | $1,708-5.2% | $4,305-62.4% | $2,654-38.9% |
| Participant deferral / active EE | $1,699 | $2,474-31.3% | $5,540-69.3% | $4,375-61.2% |
| Admin fee / account holder | $206 | $846-75.6% | $14,329-98.6% | $834-75.3% |