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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $296,188 |
THE SEGAL COMPANY9 years Filed as: SEGAL MARCO Service code 27 · EIN 13-2646110 338 WEST 34TH STREET · NEW YORK, NY 10001 | Advisory (Plan) | $50,000 |
EDWARDS AND LEATHERS, P.C.2 years Filed as: EDWARDS & LEATHERS, P.C. Service code 10 · EIN 20-8739519 PO BOX 860 · BAYTOWN, TX 77521 | Accounting | $15,500 |
BENEFIT RESOURCES, INC.4 years Service code 13 · EIN 76-0560942 8441 GULF FREEWAY · HOUSTON, TX 77017 | Contract Administrator | $11,250 |
THE SEGAL COMPANY3 years Service code 16 · EIN 94-1503999 ONE PACES WEST 2727 PACES · ATLANTA, GA 30339 | Consulting | $9,641 |
PATRICK FLYNN10+ years Service code 29 · EIN 76-0440964 1225 N. LOOP WEST · HOUSTON, TX 77008 | Legal | $7,202 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,544 | $86,936-75.2% | $103,333-79.2% | $99,062-78.3% |
| Participation rate | 100.0% | 81.7%+18.3pp | 74.5%+25.5pp | 71.6%+28.4pp |
| Annual return | 14.07% | 14.99%-0.9pp | 24.88%-10.8pp | 17.66%-3.6pp |
| Employer contribution / active EE | $755 | $3,925-80.8% | $3,868-80.5% | $3,262-76.8% |
| Participant deferral / active EE | $279 | $3,825-92.7% | $5,057-94.5% | $5,331-94.8% |
| Admin fee / account holder | $79 | $140-43.7% | $8,355-99.1% | $109-27.5% |