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 O Service code 13 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $62,774 |
Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $18,750 |
PENSION ASSURANCE LLP1 year Filed as: PENSION FINANCIAL GROUP LLC Service code 17 · EIN 61-1758632 | Pension Consulting | $9,250 |
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 | $101,228 | $55,416+82.7% | $75,972+33.2% | $77,643+30.4% |
| Participation rate | 93.4% | 63.6%+29.8pp | 69.1%+24.3pp | 70.6%+22.8pp |
| Annual return | 13.45% | 17.07%-3.6pp | 359.55%-346.1pp | 31.24%-17.8pp |
| Employer contribution / active EE | $2,242 | $1,788+25.4% | $2,685-16.5% | $2,726-17.7% |
| Participant deferral / active EE | $5,482 | $3,447+59.0% | $4,255+28.8% | $4,647+18.0% |
| Admin fee / account holder | $318 | $414-23.2% | $6,467-95.1% | $430-26.2% |