See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $109,733 |
MMLIS1 year Service code 55 1295 STATE STREET · SPRINGFIELD, MA 01111 | Other Commissions | $46,216 |
MICHAEL ROSEN & COMPANY8 years Service code 10 261 OLD YORK RD STE 511 · JENKINTOWN, PA 19046 | Accounting | $14,022 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,241 | $78,485+37.9% | $106,213+1.9% | $74,495+45.3% |
| Participation rate | 90.7% | 72.8%+17.9pp | 75.3%+15.4pp | 67.2%+23.5pp |
| Annual return | 12.27% | 15.95%-3.7pp | 116.14%-103.9pp | 1364.94%-1352.7pp |
| Employer contribution / active EE | $2,039 | $2,523-19.2% | $3,171-35.7% | $2,623-22.3% |
| Participant deferral / active EE | $6,421 | $4,322+48.5% | $5,016+28.0% | $4,346+47.7% |
| Admin fee / account holder | $643 | $2,232-71.2% | $11,033-94.2% | $1,942-66.9% |