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 | $116,896 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $52,401 |
Filed as: THE ANGELL PENSION GROUP, INC Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $23,007 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,088 | $88,890+10.3% | $102,423-4.2% | $77,643+26.3% |
| Participation rate | 96.4% | 80.9%+15.5pp | 76.5%+19.9pp | 70.6%+25.8pp |
| Annual return | 20.83% | 24.98%-4.2pp | 29.32%-8.5pp | 31.24%-10.4pp |
| Employer contribution / active EE | $2,390 | $2,698-11.4% | $3,023-20.9% | $2,726-12.3% |
| Participant deferral / active EE | $5,440 | $5,145+5.7% | $5,053+7.7% | $4,647+17.1% |
| Admin fee / account holder | $108 | $235-54.1% | $9,451-98.9% | $430-74.9% |