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 85 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $37,979 |
SMITH & HOWARD, PC4 years Filed as: SMITH BROTHERS FINANCIAL LLC Service code 27 68 NATIONAL DRIVE · GLASTONBURY, CT 06033 | Advisory (Plan) | $33,068 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $17,190 |
SMITH & HOWARD, PC1 year Filed as: SMITH BROTHERS FINANCIAL, LLC Service code 27 · EIN 06-1517948 | Advisory (Plan) | $6,272 |
ADP BROKER-DEALER11+ years Filed as: PENSION CONSULTANTS, INC. Service code 13 10 WATERSIDE DRIVE · FARMINGTON, CT 06032 | Contract Administrator | $5,963 |
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 | $91,297 | $100,923-9.5% | $150,045-39.2% | $74,304+22.9% |
| Participation rate | 88.9% | 70.1%+18.8pp | 82.3%+6.6pp | 60.3%+28.5pp |
| Annual return | 18.54% | 51.77%-33.2pp | 62.55%-44.0pp | 29.43%-10.9pp |
| Employer contribution / active EE | $3,198 | $3,463-7.7% | $4,693-31.9% | $2,241+42.7% |
| Participant deferral / active EE | $7,273 | $6,709+8.4% | $7,997-9.1% | $3,767+93.1% |
| Admin fee / account holder | $302 | $2,767-89.1% | $13,435-97.8% | $2,969-89.8% |