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 COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $50,079 |
LARSON FINANCIAL GROUP LLC4 years Filed as: LARSON ALLEN LLP Service code 10 | Accounting | $18,734 |
RBC WEALTH MANAGEMENT10+ years Service code 27 · EIN 41-1416330 60 SOUTH SIXTH ST · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $10,687 |
Service code 13 | Contract Administrator | $10,000 |
Filed as: PLANNED RETIREMENT CONSULTANTS Service code 13 · EIN 45-4208939 555 GOFFLE ROAD STE 200 · RIDGEWOOD, NJ 07451 | Contract Administrator | $4,900 |
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 | $110,379 | $82,917+33.1% | $103,333+6.8% | $77,643+42.2% |
| Participation rate | 71.0% | 71.6%-0.5pp | 74.5%-3.5pp | 70.6%+0.5pp |
| Annual return | 14.96% | 19.13%-4.2pp | 24.88%-9.9pp | 31.24%-16.3pp |
| Employer contribution / active EE | $3,635 | $3,552+2.3% | $3,868-6.0% | $2,726+33.4% |
| Participant deferral / active EE | $5,966 | $4,108+45.2% | $5,057+18.0% | $4,647+28.4% |
| Admin fee / account holder | $848 | $638+33.0% | $8,355-89.8% | $430+97.1% |