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 INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,048 |
INSURANCE OFFICE OF AMERICA4 years Filed as: INSURANCE OFFICE OF AMERICA INC Service code 99 4915 W CYPRESS ST #100 · TAMPA, FL 33607 | Other Fees | $5,381 |
MONARCH PLAN ADVISORS1 year Filed as: MONARCH CORPORATE ADVISORS Service code 27 3355 COCHRAN ST #101 · SIMI VALLEY, CA 93063 | Advisory (Plan) | $5,381 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $43,263 | $65,061-33.5% | $143,757-69.9% | $66,914-35.3% |
| Participation rate | 37.7% | 65.2%-27.5pp | 80.3%-42.6pp | 69.8%-32.1pp |
| Annual return | -12.75% | -11.14%-1.6pp | -0.04%-12.7pp | 1.58%-14.3pp |
| Employer contribution / active EE | $0 | $2,361-100.0% | $4,951-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $900 | $2,919-69.2% | $5,637-84.0% | $4,237-78.8% |
| Admin fee / account holder | $368 | $502-26.6% | $14,673-97.5% | $593-37.9% |