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 | $53,045 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $52,364 |
Filed as: THE ANGELL PENSION GROUP, INC Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $23,612 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $106,877 | $98,727+8.3% | $113,168-5.6% | $85,563+24.9% |
| Participation rate | 63.7% | 80.8%-17.1pp | 76.6%-12.8pp | 66.0%-2.2pp |
| Annual return | 11.47% | 17.43%-6.0pp | 24.27%-12.8pp | 31.51%-20.0pp |
| Employer contribution / active EE | $2,946 | $2,907+1.4% | $2,975-1.0% | $2,654+11.0% |
| Participant deferral / active EE | $6,547 | $5,424+20.7% | $5,107+28.2% | $4,375+49.6% |
| Admin fee / account holder | $76 | $357-78.7% | $12,068-99.4% | $834-90.9% |