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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.
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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 |
|---|---|---|
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $58,933 |
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS INC DBAFUTUREPLAN Service code 13 101 W BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $13,176 |
Filed as: EMPOWER ANNITY INS COMP OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWWOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,379 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST OCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,692 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,136 | $96,484+22.4% | $156,263-24.4% | $74,304+59.0% |
| Participation rate | 95.9% | 67.7%+28.2pp | 78.9%+17.0pp | 60.3%+35.5pp |
| Annual return | 12.51% | 17.73%-5.2pp | 59.47%-47.0pp | 29.43%-16.9pp |
| Employer contribution / active EE | $1,733 | $2,528-31.5% | $4,333-60.0% | $2,241-22.7% |
| Participant deferral / active EE | $5,961 | $4,286+39.1% | $6,158-3.2% | $3,767+58.2% |
| Admin fee / account holder | $544 | $3,728-85.4% | $14,255-96.2% | $2,969-81.7% |