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 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,555 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS COMP Service code 64 | Recordkeeping Fees | $7,788 |
PASI, LLC2 years Filed as: PASI Service code 13 10 TALCOTT NOTCH RD SUITE 200 · FARMINGTON, CT 06032 | Contract Administrator | $4,233 |
PASI, LLC2 years Filed as: PASI LLC Service code 13 | Contract Administrator | $2,249 |
Filed as: MASSACHUSETTS MUTUAL LIFE Service code 55 PO BOX 771115 · CINCINNATI, OH 45277 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $28,204 | $42,353-33.4% | $79,550-64.5% | $64,808-56.5% |
| Participation rate | 21.3% | 64.8%-43.4pp | 69.5%-48.2pp | 71.5%-50.2pp |
| Annual return | -17.75% | -12.24%-5.5pp | 0.16%-17.9pp | 32.82%-50.6pp |
| Employer contribution / active EE | $0 | $1,181-100.0% | $2,413-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $757 | $3,170-76.1% | $3,985-81.0% | $4,310-82.4% |
| Admin fee / account holder | $262 | $160+64.2% | $6,832-96.2% | $188+39.6% |