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 | $67,212 |
IBN FINANCIAL SERVICES, INC.6 years Service code 55 404 OLD LIVERPOOL ROAD · LIVERPOOL, NY 13088 | Other Commissions | $46,045 |
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 | $120,877 | $59,159+104.3% | $159,960-24.4% | $66,914+80.6% |
| Participation rate | 88.9% | 68.1%+20.8pp | 78.0%+10.9pp | 69.8%+19.1pp |
| Annual return | -17.55% | -12.26%-5.3pp | 408.60%-426.2pp | 1.58%-19.1pp |
| Employer contribution / active EE | $3,258 | $1,983+64.3% | $4,226-22.9% | $2,544+28.1% |
| Participant deferral / active EE | $5,862 | $4,395+33.4% | $6,182-5.2% | $4,237+38.4% |
| Admin fee / account holder | $398 | $591-32.6% | $8,698-95.4% | $593-32.9% |