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 INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $80,579 |
Filed as: PRIME CAPITAL INVESTMENT ADVISORS L Service code 27 6201 COLLEGE BLVD 7TH FL · OVERLAND PARK, KS 66211 | Advisory (Plan) | $32,099 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $142,782 | $88,890+60.6% | $102,423+39.4% | $77,643+83.9% |
| Participation rate | 76.3% | 80.9%-4.6pp | 76.5%-0.2pp | 70.6%+5.8pp |
| Annual return | 14.00% | 24.98%-11.0pp | 29.32%-15.3pp | 31.24%-17.2pp |
| Employer contribution / active EE | $5,216 | $2,698+93.4% | $3,023+72.5% | $2,726+91.4% |
| Participant deferral / active EE | $8,667 | $5,145+68.4% | $5,053+71.5% | $4,647+86.5% |
| Admin fee / account holder | $334 | $235+42.0% | $9,451-96.5% | $430-22.3% |