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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $48,101 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $22,500 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 28 4860 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Investment Management | $10,480 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $92,869 | $86,944+6.8% | $107,525-13.6% | $74,304+25.0% |
| Participation rate | 71.7% | 59.6%+12.1pp | 75.1%-3.4pp | 60.3%+11.3pp |
| Annual return | 14.74% | 23.52%-8.8pp | 181.32%-166.6pp | 29.43%-14.7pp |
| Employer contribution / active EE | $2,876 | $2,757+4.3% | $3,754-23.4% | $2,241+28.3% |
| Participant deferral / active EE | $4,400 | $3,554+23.8% | $5,116-14.0% | $3,767+16.8% |
| Admin fee / account holder | $418 | $3,727-88.8% | $8,919-95.3% | $2,969-85.9% |