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 |
|---|---|---|
Service code 27 PO BOX 198928 · NASHVILLE, TN 37238 | Advisory (Plan) | $49,162 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE Service code 64 COMPANY OF NY · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $47,619 |
ADP BROKER-DEALER1 year Service code 99 | Other Fees | $0 |
ARNOLD WARSHAVCHIK2 years Service code 13 1294 E 8TH ST · BROOKLYN, NY 11230 | Contract Administrator | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,607 | $101,317-46.1% | $146,958-62.8% | $74,495-26.7% |
| Participation rate | 76.8% | 75.5%+1.3pp | 82.2%-5.4pp | 67.2%+9.6pp |
| Annual return | 20.21% | 8730.91%-8710.7pp | 418.34%-398.1pp | 1364.94%-1344.7pp |
| Employer contribution / active EE | $3,045 | $3,810-20.1% | $4,933-38.3% | $2,623+16.1% |
| Participant deferral / active EE | $5,830 | $7,303-20.2% | $8,070-27.8% | $4,346+34.2% |
| Admin fee / account holder | $289 | $1,739-83.4% | $12,998-97.8% | $1,942-85.1% |