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 · EIN 84-0467907 | Recordkeeping Fees | $20,750 |
TEAL, BECKER & CHIARAMONTE CPAS PC10+ years Filed as: TEAL, BECKER & CHIARAMONTE Service code 10 · EIN 14-1624930 | Accounting | $13,550 |
Filed as: MERRILL LYNCH PIERCE FENNER SMITH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $11,473 |
ZENITH AMERICAN SOLUTIONS5 years Service code 14 · EIN 52-1590516 | Plan Administrator | $7,454 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $88,827 | $80,724+10.0% | $103,333-14.0% | $74,495+19.2% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | 9.62% | 27.56%-17.9pp | 24.88%-15.3pp | 1364.94%-1355.3pp |
| Employer contribution / active EE | $7,719 | $3,157+144.5% | $3,868+99.6% | $2,623+194.3% |
| Participant deferral / active EE | $0 | $3,860-100.0% | $5,057-100.0% | $4,346-100.0% |
| Admin fee / account holder | $444 | $2,368-81.3% | $8,355-94.7% | $1,942-77.1% |