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 3-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 OF AME Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $187,358 |
AB FUNDS2+ years Filed as: ALLIANCEBERNSTEIN LP Service code 27 501 COMMERCE ST · NASHVILLE, TN 37302 | Advisory (Plan) | $90,669 |
PENTEGRA SERVICES, INC.2+ years Filed as: PENTEGRA SERVICES INC. Service code 13 5350 77 CENTER DR STE 200 · CHARLOTTE, NC 28217 | Contract Administrator | $75,894 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,312 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,452 | $104,697-69.0% | $96,544-66.4% | $80,160-59.5% |
| Participation rate | 68.8% | 86.4%-17.6pp | 76.0%-7.2pp | 72.9%-4.2pp |
| Annual return | 23.80% | 21.78%+2.0pp | 25.84%-2.0pp | 40.38%-16.6pp |
| Employer contribution / active EE | $461 | $3,536-87.0% | $2,965-84.5% | $2,978-84.5% |
| Participant deferral / active EE | $4,130 | $6,188-33.3% | $4,851-14.9% | $5,017-17.7% |
| Admin fee / account holder | $118 | $107+10.7% | $8,252-98.6% | $145-18.5% |