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 & ANNUITY INS CO OF NY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $209,811 |
Service code 13 PO BOX 735399 · DALLAS, TX 753735399 | Contract Administrator | $60,325 |
COHNREZNICK LLP2 years Service code 10 14 SYLVAN WAY STE 3 · PARSIPPANY, NJ 070543835 | Accounting | $23,468 |
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 | $189,097 | $119,446+58.3% | $150,045+26.0% | $85,563+121.0% |
| Participation rate | 76.3% | 75.4%+0.9pp | 82.3%-6.0pp | 66.0%+10.4pp |
| Annual return | 19.10% | 23.72%-4.6pp | 62.55%-43.4pp | 31.51%-12.4pp |
| Employer contribution / active EE | $14,529 | $4,078+256.3% | $4,693+209.6% | $2,654+447.5% |
| Participant deferral / active EE | $14,978 | $7,985+87.6% | $7,997+87.3% | $4,375+242.3% |
| Admin fee / account holder | $618 | $548+12.8% | $13,435-95.4% | $834-26.0% |