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 9-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 COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $40,405 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $38,800 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 28 4860 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Investment Management | $13,082 |
Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $800 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,501 | $95,274-70.1% | $135,903-79.0% | $74,419-61.7% |
| Participation rate | 100.0% | 78.2%+21.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 25.64% | 32.77%-7.1pp | 68.23%-42.6pp | 34.38%-8.7pp |
| Employer contribution / active EE | $4,488 | $3,874+15.8% | $4,856-7.6% | $2,637+70.2% |
| Participant deferral / active EE | $6,440 | $7,782-17.2% | $7,758-17.0% | $4,528+42.2% |
| Admin fee / account holder | $95 | $266-64.3% | $10,762-99.1% | $348-72.7% |