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 14 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Plan Administrator | $679,789 |
BENESYS, INC.5 years Service code 14 · EIN 38-2383171 | Plan Administrator | $39,287 |
PLANTE & MORAN, PLLC8+ years Service code 10 · EIN 38-1357951 | Accounting | $27,600 |
NEPC, LLC5 years Service code 17 · EIN 26-1429809 | Pension Consulting | $20,968 |
LITTLER MENDELSON, P.C.1 year Filed as: LITTLER MENDELSON PC Service code 29 · EIN 94-2602731 | Legal | $16,474 |
MMA SECURITIES LLC1 year Filed as: MARSH & MCLENNAN AGENCY, LLC Service code 22 · EIN 26-3237576 | Insurance Broker | $5,390 |
COMERICA BANK4 years Service code 49 · EIN 42-1741646 | Other Services | $5,210 |
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 | $34,326 | $88,480-61.2% | $96,683-64.5% | $80,160-57.2% |
| Participation rate | 96.3% | 79.9%+16.4pp | 74.3%+21.9pp | 72.9%+23.3pp |
| Annual return | 1.96% | 22.53%-20.6pp | 35.69%-33.7pp | 40.38%-38.4pp |
| Employer contribution / active EE | $4,621 | $4,176+10.6% | $3,737+23.7% | $2,978+55.2% |
| Participant deferral / active EE | $0 | $3,959-100.0% | $4,878-100.0% | $5,017-100.0% |
| Admin fee / account holder | $180 | $212-14.9% | $6,730-97.3% | $145+24.4% |