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 5-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 | $154,899 |
AMERICAN FUNDS5+ years Filed as: CAPITAL STRATEGIES INVESTMENT GROUP Service code 27 ONE PARKVIEW PLZ STE 620 · OAKBROOK TERRACE, IL 60181 | Advisory (Plan) | $56,579 |
Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $300 |
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 | $57,567 | $94,876-39.3% | $82,389-30.1% | $102,872-44.0% |
| Participation rate | 92.8% | 70.6%+22.2pp | 69.5%+23.3pp | 73.0%+19.8pp |
| Annual return | 13.68% | 17.83%-4.2pp | 28.67%-15.0pp | 19.06%-5.4pp |
| Employer contribution / active EE | $1,441 | $3,789-62.0% | $2,517-42.8% | $3,526-59.2% |
| Participant deferral / active EE | $5,169 | $4,496+15.0% | $4,155+24.4% | $5,535-6.6% |
| Admin fee / account holder | $111 | $214-48.2% | $7,231-98.5% | $292-62.1% |