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 | $70,106 |
LEGACY ADVISORS LLC7 years Service code 27 · EIN 06-1659806 401 PLYMOUTH ROAD · PLYMOUTH MEETING, PA 19462 | Advisory (Plan) | $28,740 |
Service code 13 · EIN 27-2487837 1110 N. MOUNTAIN RD. · HARRISBURG, PA 17112 | Contract Administrator | $23,038 |
STAMBAUGH NESS PC8+ years Service code 10 · EIN 23-2846715 2600 EASTERN BLVD · YORK, PA 17402 | Accounting | $16,700 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,259 |
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 | $62,058 | $76,670-19.1% | $96,683-35.8% | $71,457-13.2% |
| Participation rate | 97.9% | 66.6%+31.3pp | 74.3%+23.6pp | 67.9%+30.0pp |
| Annual return | 16.43% | 48.29%-31.9pp | 35.69%-19.3pp | 28.85%-12.4pp |
| Employer contribution / active EE | $2,712 | $3,031-10.5% | $3,737-27.4% | $2,588+4.8% |
| Participant deferral / active EE | $5,092 | $3,771+35.0% | $4,878+4.4% | $4,289+18.7% |
| Admin fee / account holder | $380 | $2,028-81.2% | $6,730-94.3% | $1,587-76.0% |