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 | $87,231 |
IBN FINANCIAL SERVICES, INC.9 years Service code 55 404 OLD LIVERPOOL ROAD · LIVERPOOL, NY 13088 | Other Commissions | $65,156 |
Service code 13 1161 BROAD STREET · SHREWSBURY, NJ 07702 | Contract Administrator | $10,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $190,245 | $81,625+133.1% | $167,512+13.6% | $74,304+156.0% |
| Participation rate | 85.4% | 60.0%+25.4pp | 77.1%+8.4pp | 60.3%+25.1pp |
| Annual return | 15.82% | 26.09%-10.3pp | 1615.79%-1600.0pp | 29.43%-13.6pp |
| Employer contribution / active EE | $9,132 | $2,010+354.3% | $3,882+135.3% | $2,241+307.5% |
| Participant deferral / active EE | $6,426 | $4,115+56.2% | $6,405+0.3% | $3,767+70.6% |
| Admin fee / account holder | $514 | $3,474-85.2% | $9,769-94.7% | $2,969-82.7% |