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 CO OF AME Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $34,909 |
PARK AVENUE SECURITIES LLC5 years Service code 55 6255 STERNER'S WAY · BETHLEHEM, PA 18017 | Other Commissions | $13,578 |
Filed as: MML INVESTORS SERVICES LLC Service code 55 PO BOX 9500 · SPRINFIELD, MA 011029500 | Other Commissions | $6,141 |
Service code 13 | Contract Administrator | $2,587 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INC Service code 99 5904 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Other Fees | $1,038 |
Filed as: CREATIVE RETIREMENT SYSTEMS INC. Service code 13 · EIN 31-1299207 25 MERCHANT ST STE 135 · CINCINNATI, OH 45246 | Contract Administrator | $780 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $37 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $47,589 | $81,460-41.6% | $103,333-53.9% | $80,856-41.1% |
| Participation rate | 91.9% | 66.8%+25.0pp | 74.5%+17.4pp | 67.6%+24.3pp |
| Annual return | 11.24% | 25.55%-14.3pp | 24.88%-13.6pp | 35.59%-24.4pp |
| Employer contribution / active EE | $1,864 | $3,105-40.0% | $3,868-51.8% | $2,755-32.3% |
| Participant deferral / active EE | $1,532 | $3,869-60.4% | $5,057-69.7% | $4,296-64.3% |
| Admin fee / account holder | $313 | $6,566-95.2% | $8,355-96.2% | $6,918-95.5% |