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 5-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 CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $46,264 |
CREATIVE PLANNING LLC4 years Service code 27 5440 W 10TH ST STE 102 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $19,122 |
Filed as: BENEFIT PLANS, INC. Service code 13 16924 FRANCES STREET, STE 100 · OMAHA, NE 68130 | Contract Administrator | $13,304 |
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 | $67,594 | $119,446-43.4% | $150,045-55.0% | $85,563-21.0% |
| Participation rate | 95.3% | 75.4%+19.9pp | 82.3%+13.0pp | 66.0%+29.3pp |
| Annual return | 16.44% | 23.72%-7.3pp | 62.55%-46.1pp | 31.51%-15.1pp |
| Employer contribution / active EE | $2,549 | $4,078-37.5% | $4,693-45.7% | $2,654-3.9% |
| Participant deferral / active EE | $5,609 | $7,985-29.7% | $7,997-29.9% | $4,375+28.2% |
| Admin fee / account holder | $354 | $548-35.4% | $13,435-97.4% | $834-57.6% |