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 |
|---|---|---|
NEWPORT GROUP, INC.2 years Service code 37 · EIN 27-2037969 | Loan Processing | $5,959 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,615 | $88,083+85.8% | $164,813-0.7% | $74,495+119.6% |
| Participation rate | 93.1% | 73.0%+20.1pp | 78.6%+14.5pp | 67.2%+25.9pp |
| Annual return | 14.12% | 17.26%-3.1pp | 69.93%-55.8pp | 1364.94%-1350.8pp |
| Employer contribution / active EE | $2,804 | $2,593+8.1% | $4,341-35.4% | $2,623+6.9% |
| Participant deferral / active EE | $6,972 | $4,498+55.0% | $6,031+15.6% | $4,346+60.4% |
| Admin fee / account holder | $40 | $2,234-98.2% | $12,690-99.7% | $1,942-98.0% |