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 · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $67,506 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $29,588 |
Filed as: ALLIANT INSURANCE SERVICES Service code 27 101 PARK AVE 14TH FL · NEW YORK, NY 10178 | Advisory (Plan) | $8,240 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,145 | $122,239+2.4% | $184,203-32.1% | $74,495+68.0% |
| Participation rate | 94.6% | 85.5%+9.1pp | 86.8%+7.8pp | 67.2%+27.4pp |
| Annual return | 16.17% | 19.95%-3.8pp | 28.81%-12.6pp | 1364.94%-1348.8pp |
| Employer contribution / active EE | $3,477 | $4,537-23.4% | $6,427-45.9% | $2,623+32.6% |
| Participant deferral / active EE | $8,718 | $7,139+22.1% | $9,131-4.5% | $4,346+100.6% |
| Admin fee / account holder | $546 | $1,260-56.7% | $13,901-96.1% | $1,942-71.9% |