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 INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $111,482 |
CARLSON QUINN8 years Filed as: CARLSON QUINN AND ASSOCIATES Service code 13 2000 POWELL ST, SUITE 1600 · EMERYVILLE, CA 94806 | Contract Administrator | $56,500 |
SILICON VALLEY ACCOUNTANCY CORP9+ years Filed as: SILICON VALLEY ACCOUNTANCY CORP. Service code 10 3150 ALMADEN EXPWY, SUITE 105 · SAN JOSE, CA 95118 | Accounting | $18,900 |
SAGEVIEW ADVISORY GROUP, LLC8 years Service code 27 1920 MAIN ST, STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $15,000 |
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 | $39,981 | $91,762-56.4% | $67,502-40.8% | $77,643-48.5% |
| Participation rate | 96.7% | 75.9%+20.8pp | 72.9%+23.8pp | 70.6%+26.1pp |
| Annual return | 18.25% | 14.87%+3.4pp | 3512.12%-3493.9pp | 31.24%-13.0pp |
| Employer contribution / active EE | $3,475 | $3,181+9.2% | $2,731+27.3% | $2,726+27.5% |
| Participant deferral / active EE | $6,066 | $3,903+55.4% | $4,000+51.7% | $4,647+30.5% |
| Admin fee / account holder | $161 | $176-8.7% | $3,998-96.0% | $430-62.7% |