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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $71,683 |
Service code 27 11101 SWITZER RD STE 200 · OVERLAND PARK, KS 66210 | Advisory (Plan) | $13,500 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 27 · EIN 43-1451524 | Advisory (Plan) | $4,500 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,321 | $47,126-56.9% | $149,673-86.4% | $74,419-72.7% |
| Participation rate | 96.9% | 63.4%+33.5pp | 78.8%+18.1pp | 70.7%+26.1pp |
| Annual return | 10.42% | 22.75%-12.3pp | 134.42%-124.0pp | 34.38%-24.0pp |
| Employer contribution / active EE | $1,234 | $1,905-35.3% | $4,818-74.4% | $2,637-53.2% |
| Participant deferral / active EE | $3,481 | $2,728+27.6% | $5,680-38.7% | $4,528-23.1% |
| Admin fee / account holder | $91 | $343-73.4% | $13,210-99.3% | $348-73.8% |