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: PHILLIPS & COMPANY ADVISORS LLC Service code 27 1300 SW 5TH AVE STE 2100 · PORTLAND, OR 97201 | Advisory (Plan) | $334 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $28 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $16,986 | $65,435-74.0% | $86,677-80.4% | $66,914-74.6% |
| Participation rate | 24.6% | 75.5%-50.9pp | 76.6%-52.0pp | 69.8%-45.2pp |
| Annual return | -8.46% | -10.89%+2.4pp | 35.91%-44.4pp | 1.58%-10.0pp |
| Employer contribution / active EE | $0 | $2,153-100.0% | $2,836-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $1,111 | $4,100-72.9% | $4,656-76.1% | $4,237-73.8% |
| Admin fee / account holder | $21 | $642-96.7% | $7,493-99.7% | $593-96.4% |