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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 |
|---|---|---|
STIFEL NICOLAUS & CO INC2 years Service code 27 501 N BROADWAY · ST. LOUIS, MO 63102 | Advisory (Plan) | $38,399 |
Service code 13 1110 N MOUNTAIN RD · HARRISBURG, PA 17112 | Contract Administrator | $18,431 |
Service code 27 1400 AMERICAN BLVD BLDG #14 · PENNINGTON, NJ 08534 | Advisory (Plan) | $13,153 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $54,583 | $54,193+0.7% | $93,606-41.7% | $77,643-29.7% |
| Participation rate | 88.3% | 63.9%+24.4pp | 68.7%+19.6pp | 70.6%+17.7pp |
| Annual return | 12.40% | 30.54%-18.1pp | 133.20%-120.8pp | 31.24%-18.8pp |
| Employer contribution / active EE | $104 | $1,168-91.1% | $2,420-95.7% | $2,726-96.2% |
| Participant deferral / active EE | $3,142 | $3,1440% | $4,411-28.8% | $4,647-32.4% |
| Admin fee / account holder | $20 | $576-96.6% | $8,285-99.8% | $430-95.4% |