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 | $68,569 |
LEGACY ADVISORS LLC8 years Service code 27 · EIN 06-1659806 401 PLYMOUTH ROAD · PLYMOUTH MEETING, PA 19462 | Advisory (Plan) | $33,638 |
Service code 13 · EIN 27-2487837 1110 N. MOUNTAIN RD. · HARRISBURG, PA 17112 | Contract Administrator | $23,204 |
STAMBAUGH NESS PC9+ years Service code 10 · EIN 23-2846715 2600 EASTERN BLVD · YORK, PA 17402 | Accounting | $16,500 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,444 |
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 | $79,517 | $80,724-1.5% | $103,333-23.0% | $74,495+6.7% |
| Participation rate | 98.4% | 65.7%+32.8pp | 74.5%+23.9pp | 67.2%+31.2pp |
| Annual return | 13.41% | 27.56%-14.1pp | 24.88%-11.5pp | 1364.94%-1351.5pp |
| Employer contribution / active EE | $2,348 | $3,157-25.6% | $3,868-39.3% | $2,623-10.5% |
| Participant deferral / active EE | $5,314 | $3,860+37.7% | $5,057+5.1% | $4,346+22.3% |
| Admin fee / account holder | $423 | $2,368-82.2% | $8,355-94.9% | $1,942-78.2% |