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 7-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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $34,718 |
STIFEL NICOLAUS & CO INC1 year Filed as: STIFEL NICOLAUS & CO, INC. Service code 27 | Advisory (Plan) | $11,975 |
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $10,177 |
Service code 13 | Contract Administrator | $4,051 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $296 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,598 | $62,327+107.9% | $120,354+7.7% | $74,495+74.0% |
| Participation rate | 59.1% | 56.8%+2.3pp | 71.9%-12.8pp | 67.2%-8.1pp |
| Annual return | 13.34% | 18.61%-5.3pp | 107.15%-93.8pp | 1364.94%-1351.6pp |
| Employer contribution / active EE | $6,768 | $1,843+267.2% | $3,463+95.5% | $2,623+158.0% |
| Participant deferral / active EE | $4,825 | $2,893+66.8% | $4,991-3.3% | $4,346+11.0% |
| Admin fee / account holder | $261 | $2,396-89.1% | $9,423-97.2% | $1,942-86.6% |