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 7-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 | $64,454 |
Filed as: MESIROW FINANCIAL INC Service code 27 353 N CLARK ST · CHICAGO, IL 60654 | Advisory (Plan) | $47,172 |
Service code 28 353 NORTH CLARK STREET · CHICAGO, IL 60654 | Investment Management | $7,965 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,665 | $69,477-5.5% | $94,646-30.6% | $71,457-8.1% |
| Participation rate | 97.6% | 78.4%+19.1pp | 80.8%+16.8pp | 67.9%+29.7pp |
| Annual return | 18.22% | 29.66%-11.4pp | 156.71%-138.5pp | 28.85%-10.6pp |
| Employer contribution / active EE | $3,261 | $2,853+14.3% | $3,672-11.2% | $2,588+26.0% |
| Participant deferral / active EE | $7,829 | $7,345+6.6% | $7,418+5.5% | $4,289+82.6% |
| Admin fee / account holder | $207 | $1,210-82.9% | $7,231-97.1% | $1,587-87.0% |