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 INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,070 |
UNITED BENEFITS GROUP2 years Service code 13 PO BOX 169005 · KANSAS CITY, MO 64116 | Contract Administrator | $6,538 |
Service code 27 100 NORTH BROADWAY · ALBERT LEA, MN 56007 | Advisory (Plan) | $5,000 |
Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $400 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,853 | $62,327+5.7% | $120,354-45.3% | $74,495-11.6% |
| Participation rate | 50.0% | 56.8%-6.8pp | 71.9%-21.9pp | 67.2%-17.2pp |
| Annual return | 13.32% | 18.61%-5.3pp | 107.15%-93.8pp | 1364.94%-1351.6pp |
| Employer contribution / active EE | $296 | $1,843-83.9% | $3,463-91.5% | $2,623-88.7% |
| Participant deferral / active EE | $2,027 | $2,893-29.9% | $4,991-59.4% | $4,346-53.4% |
| Admin fee / account holder | $219 | $2,396-90.9% | $9,423-97.7% | $1,942-88.7% |