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 | $40,611 |
LEGACY ADVISORS LLC9 years Service code 27 · EIN 06-1659806 401 PLYMOUTH ROAD · PLYMOUTH MEETING, PA 19462 | Advisory (Plan) | $38,453 |
Service code 13 · EIN 27-2487837 1110 N. MOUNTAIN RD. · HARRISBURG, PA 17112 | Contract Administrator | $23,320 |
STAMBAUGH NESS PC10+ years Service code 10 · EIN 23-2846715 2600 EASTERN BLVD · YORK, PA 17402 | Accounting | $17,750 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,595 |
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 | $96,047 | $86,944+10.5% | $107,525-10.7% | $74,304+29.3% |
| Participation rate | 99.4% | 59.6%+39.9pp | 75.1%+24.4pp | 60.3%+39.1pp |
| Annual return | 16.03% | 23.52%-7.5pp | 181.32%-165.3pp | 29.43%-13.4pp |
| Employer contribution / active EE | $3,189 | $2,757+15.7% | $3,754-15.0% | $2,241+42.3% |
| Participant deferral / active EE | $6,001 | $3,554+68.8% | $5,116+17.3% | $3,767+59.3% |
| Admin fee / account holder | $491 | $3,727-86.8% | $8,919-94.5% | $2,969-83.5% |