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 | $961,906 |
Service code 29 · EIN 31-0541755 | Legal | $127,688 |
Service code 14 · EIN 27-2392474 | Plan Administrator | $93,097 |
LITTLER MENDELSON, P.C.3 years Filed as: LITTLER MENDELSON PC Service code 29 · EIN 94-2602731 | Legal | $87,812 |
HESSIAN & MCKASY, PA1 year Service code 29 · EIN 20-1551306 | Legal | $85,892 |
ASHER KELLY4 years Filed as: ASHERKELLY Service code 29 · EIN 38-3379113 | Legal | $38,603 |
PLANTE & MORAN, PLLC10+ years Service code 10 · EIN 33-1498605 | Accounting | $35,405 |
BENESYS, INC.7 years Service code 14 · EIN 38-2383171 | Plan Administrator | $28,201 |
NEPC, LLC7 years Service code 17 · EIN 26-1429809 | Pension Consulting | $18,333 |
SLEVIN & HART, P.C.1 year Filed as: SLEVIN & HART, PC Service code 29 1625 MASSACHUSETTS AVENUE NW · WASHINGTON DC, DC 20036 | Legal | $15,916 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $46,783 | $117,739-60.3% | $107,525-56.5% | $117,739-60.3% |
| Participation rate | 88.5% | 76.6%+11.9pp | 75.1%+13.4pp | 76.6%+11.9pp |
| Annual return | 9.40% | 17.29%-7.9pp | 181.32%-171.9pp | 17.29%-7.9pp |
| Employer contribution / active EE | $5,196 | $3,746+38.7% | $3,754+38.4% | $3,746+38.7% |
| Participant deferral / active EE | $0 | $6,128-100.0% | $5,116-100.0% | $6,128-100.0% |
| Admin fee / account holder | $313 | $112+180.1% | $8,919-96.5% | $112+180.1% |