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 | $23,681 |
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO ADVISORS, LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $6,872 |
BENEFIT SOLUTIONS, ETC.4 years Service code 13 · EIN 81-3186048 | Contract Administrator | $3,545 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $14 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,453 | $61,272-73.1% | $149,673-89.0% | $71,457-77.0% |
| Participation rate | 67.5% | 62.5%+5.0pp | 78.8%-11.2pp | 67.9%-0.4pp |
| Annual return | 13.85% | 35.85%-22.0pp | 134.42%-120.6pp | 28.85%-15.0pp |
| Employer contribution / active EE | $440 | $2,378-81.5% | $4,818-90.9% | $2,588-83.0% |
| Participant deferral / active EE | $1,663 | $2,917-43.0% | $5,680-70.7% | $4,289-61.2% |
| Admin fee / account holder | $146 | $1,261-88.4% | $13,210-98.9% | $1,587-90.8% |