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 | $92,389 |
EQUITABLE ADVISORS LLC1 year Service code 55 1290 AVENUE OF THE AMERICAS, 16TH F · NEW YORK, NY 10104 | Other Commissions | $54,220 |
Filed as: THE ANGELL PENSION GROUP, INC Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $50,549 |
EISNERAMPER LLP1 year Filed as: EISERAMPER, LLP Service code 10 PO BOX 360635 · PITTSBURGH, PA 152516635 | Accounting | $15,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,706 |
Filed as: VOYA RETIREMENT AND ANNUITY CO. Service code 64 · EIN 71-0294708 P.O. BOX 990067 · HARTFORD, CT 061990067 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,972 | $96,461-84.5% | $68,791-78.2% | $89,394-83.3% |
| Participation rate | 13.2% | 64.2%-51.0pp | 69.0%-55.8pp | 71.3%-58.1pp |
| Annual return | 22.69% | -13.05%+35.7pp | -6.38%+29.1pp | -11.89%+34.6pp |
| Employer contribution / active EE | $96 | $3,671-97.4% | $2,655-96.4% | $3,022-96.8% |
| Participant deferral / active EE | $342 | $4,123-91.7% | $3,941-91.3% | $5,123-93.3% |
| Admin fee / account holder | $66 | $102-35.0% | $4,932-98.7% | $79-16.6% |