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 LIFE AND ANNUITY INS CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $31,520 |
GATE CITY ADMINISTRATION LLC5 years Service code 13 328 E MARKET ST · GREENSBORO, NC 27401 | Contract Administrator | $15,287 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $13,589 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $42,754 | $51,197-16.5% | $82,719-48.3% | $66,914-36.1% |
| Participation rate | 36.6% | 67.8%-31.2pp | 72.6%-35.9pp | 69.8%-33.2pp |
| Annual return | -17.62% | -9.64%-8.0pp | 701.18%-718.8pp | 1.58%-19.2pp |
| Employer contribution / active EE | $984 | $2,611-62.3% | $3,009-67.3% | $2,544-61.3% |
| Participant deferral / active EE | $1,795 | $3,458-48.1% | $4,395-59.1% | $4,237-57.6% |
| Admin fee / account holder | $758 | $416+82.3% | $5,329-85.8% | $593+27.7% |