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 9-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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,631 |
Filed as: MML INVESTORS SERVICES LLC Service code 27 P.O. BOX 9500 · SPRINGFIELD, MA 01102 | Advisory (Plan) | $19,273 |
DEFINITI LLC1 year Service code 13 535 KEISLER DR. SUITE 102 · CARY, NC 27518 | Contract Administrator | $14,024 |
Filed as: COMMONWEALTH EQUITY SERVICES LLC Service code 27 29 SAWYER ROAD · WALTHAM, MA 02453 | Advisory (Plan) | $11,789 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $809 |
Filed as: DELAWARE VALLEY RETIREMENT INC. Service code 99 21 CHESTER PIKE · RIDLEY PARK, PA 19078 | Other Fees | $700 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,407 | $100,923-5.5% | $150,045-36.4% | $74,304+28.4% |
| Participation rate | 78.9% | 70.1%+8.8pp | 82.3%-3.4pp | 60.3%+18.5pp |
| Annual return | 17.12% | 51.77%-34.6pp | 62.55%-45.4pp | 29.43%-12.3pp |
| Employer contribution / active EE | $2,337 | $3,463-32.5% | $4,693-50.2% | $2,241+4.3% |
| Participant deferral / active EE | $4,608 | $6,709-31.3% | $7,997-42.4% | $3,767+22.3% |
| Admin fee / account holder | $421 | $2,767-84.8% | $13,435-96.9% | $2,969-85.8% |