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 INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $177,806 |
Filed as: THE ANGELL PENSION GROUP INC Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $64,973 |
EQUITABLE ADVISORS LLC2 years Service code 55 1290 AVENUE OF THE AMERICAS 16TH FL · NEW YORK, NY 10104 | Other Commissions | $62,815 |
EISNERAMPER LLP1 year Service code 10 1290 AVENUE OF THE AMERICAS, 16TH F · PITTSBURGH, PA 15251 | Accounting | $19,162 |
CARON & BLETZER, PLLC1 year Service code 99 1 LIBRARY LANE · KINGSTON, NH 03848 | Other Fees | $18,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11,154 |
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.
Annual investment return 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $16,316 | $119,999-86.4% | $70,515-76.9% | $96,393-83.1% |
| Participation rate | 15.3% | 66.2%-50.9pp | 68.3%-53.0pp | 71.3%-56.0pp |
| Annual return | 14.87% | 20.36%-5.5pp | 32.77%-17.9pp | 22.88%-8.0pp |
| Employer contribution / active EE | $116 | $4,602-97.5% | $2,973-96.1% | $3,238-96.4% |
| Participant deferral / active EE | $398 | $4,604-91.3% | $4,567-91.3% | $5,455-92.7% |
| Admin fee / account holder | $78 | $95-17.6% | $6,412-98.8% | $74+5.5% |