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 |
|---|---|---|
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $50,578 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $47,893 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 28 4860 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Investment Management | $21,800 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,569 | $106,028-62.7% | $146,958-73.1% | $77,643-49.0% |
| Participation rate | 95.9% | 78.4%+17.5pp | 82.2%+13.7pp | 70.6%+25.3pp |
| Annual return | 18.55% | 56.73%-38.2pp | 418.34%-399.8pp | 31.24%-12.7pp |
| Employer contribution / active EE | $4,739 | $4,063+16.6% | $4,933-3.9% | $2,726+73.9% |
| Participant deferral / active EE | $7,093 | $7,990-11.2% | $8,070-12.1% | $4,647+52.6% |
| Admin fee / account holder | $123 | $337-63.6% | $12,998-99.1% | $430-71.5% |