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 |
|---|---|---|
HICKS PENSION SERVICES4 years Filed as: HICKS PENSION GROUP Service code 13 · EIN 99-0178392 1218 WAIMANU ST., 2ND FLOOR · HONOLULU, HI 96814 | Contract Administrator | $55,071 |
Service code 27 · EIN 61-1758632 432 SECURITY BLVD STE 101 · GREEN BAY, WI 54313 | Advisory (Plan) | $33,970 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 OF AMERICA · GREENWOOD WILLAGE, CO 80111 | Recordkeeping Fees | $29,971 |
SAXONY CAPITAL MANAGEMENT4 years Service code 99 · EIN 39-1794957 7401 WATSON RD., STE 86 · ST LOUIS, MO 63119 | Other Fees | $4,025 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,944 |
Filed as: WORLD INVESTEMENT ADVISORS LLC Service code 99 · EIN 61-1758632 24 E COTA ST. STE 200 · SANTA BARBARA, CA 93101 | Other Fees | $1,342 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,529 | $50,815-59.6% | $155,509-86.8% | $77,643-73.6% |
| Participation rate | 90.9% | 63.1%+27.8pp | 78.2%+12.7pp | 70.6%+20.3pp |
| Annual return | 13.09% | 34.80%-21.7pp | 64.67%-51.6pp | 31.24%-18.2pp |
| Employer contribution / active EE | $1,879 | $1,993-5.7% | $4,672-59.8% | $2,726-31.1% |
| Participant deferral / active EE | $4,070 | $2,822+44.2% | $5,626-27.7% | $4,647-12.4% |
| Admin fee / account holder | $193 | $437-55.7% | $15,912-98.8% | $430-55.0% |