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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $113,635 |
Service code 49 · EIN 13-5674085 | Other Services | $31,201 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $21,408 |
PNC BANK, N.A.1 year Filed as: PNC BANK Service code 27 · EIN 22-1146430 | Advisory (Plan) | $8,163 |
KLINE KEPPEL & KORYAK PC7 years Service code 13 611 WILLIAM PENN PL STE 302 · PITTSBURGH, PA 15219 | Contract Administrator | $5,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,967 | $99,078-58.7% | $96,544-57.6% | $74,419-45.0% |
| Participation rate | 82.2% | 80.7%+1.5pp | 76.0%+6.2pp | 70.7%+11.4pp |
| Annual return | 15.97% | 22.48%-6.5pp | 25.84%-9.9pp | 34.38%-18.4pp |
| Employer contribution / active EE | $0 | $2,570-100.0% | $2,965-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $3,625 | $4,933-26.5% | $4,851-25.3% | $4,528-20.0% |
| Admin fee / account holder | $508 | $225+126.3% | $8,252-93.8% | $348+46.2% |