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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $47,900 |
Filed as: PENSIONMARK SECURITIES LLC Service code 55 24 E COTA ST · SANTA BARBARA, CA 93101 | Other Commissions | $26,855 |
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 | $220,122 | $82,978+165.3% | $129,995+69.3% | $71,457+208.0% |
| Participation rate | 90.2% | 74.1%+16.1pp | 78.5%+11.7pp | 67.9%+22.2pp |
| Annual return | 23.95% | 20.60%+3.4pp | -137.18%+161.1pp | 28.85%-4.9pp |
| Employer contribution / active EE | $2,284 | $2,622-12.9% | $4,320-47.1% | $2,588-11.7% |
| Participant deferral / active EE | $6,512 | $4,432+46.9% | $5,820+11.9% | $4,289+51.8% |
| Admin fee / account holder | $311 | $1,729-82.0% | $10,614-97.1% | $1,587-80.4% |