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 8-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 LIFE & ANNUITY INSURANCE CO Service code 64 · EIN 93-1225432 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,025 |
Service code 27 · EIN 47-1411118 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $10,850 |
PENTEGRA SERVICES, INC.4 years Filed as: PENTEGRA SERVICES INC Service code 13 · EIN 13-5645888 5350 77 CENTER DR · CHARLOTTE, NC 28217 | Contract Administrator | $4,754 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 · EIN 84-0532243 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,790 |
Service code 27 6300 BRIDGE POINT PKWY BLDG 1 · AUSTIN, TX 787305097 | Advisory (Plan) | $1,356 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $22,519 | $61,272-63.2% | $149,673-85.0% | $71,457-68.5% |
| Participation rate | 83.3% | 62.5%+20.8pp | 78.8%+4.6pp | 67.9%+15.4pp |
| Annual return | 15.48% | 35.85%-20.4pp | 134.42%-118.9pp | 28.85%-13.4pp |
| Employer contribution / active EE | $2,357 | $2,378-0.9% | $4,818-51.1% | $2,588-8.9% |
| Participant deferral / active EE | $2,570 | $2,917-11.9% | $5,680-54.7% | $4,289-40.1% |
| Admin fee / account holder | $201 | $1,261-84.0% | $13,210-98.5% | $1,587-87.3% |