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 13 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $18,563 |
Filed as: GALLAGHER BENEFIT SERVICES INC DBA Service code 27 1100 SUPERIOR AVE STE 1700 · CLEVELAND, OH 44114 | Advisory (Plan) | $2,618 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,776 | $88,890-57.5% | $102,423-63.1% | $77,643-51.3% |
| Participation rate | 75.1% | 80.9%-5.8pp | 76.5%-1.4pp | 70.6%+4.6pp |
| Annual return | 12.70% | 24.98%-12.3pp | 29.32%-16.6pp | 31.24%-18.5pp |
| Employer contribution / active EE | $1,271 | $2,698-52.9% | $3,023-57.9% | $2,726-53.4% |
| Participant deferral / active EE | $2,975 | $5,145-42.2% | $5,053-41.1% | $4,647-36.0% |
| Admin fee / account holder | $57 | $235-76.0% | $9,451-99.4% | $430-86.9% |