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 COMPAN Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, OR 80111 | Recordkeeping Fees | $43,606 |
PENTEGRA SERVICES, INC.2 years Filed as: PENTEGRA SERVICES INC Service code 13 · EIN 13-3745616 701 WESTCHESTER AVE · WHITE PLAINS, NY 10604 | Contract Administrator | $28,585 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $393,381 | $132,049+197.9% | $200,582+96.1% | $74,304+429.4% |
| Participation rate | 84.6% | 84.1%+0.6pp | 86.9%-2.3pp | 60.3%+24.3pp |
| Annual return | 13.78% | 22.22%-8.4pp | 42.33%-28.6pp | 29.43%-15.6pp |
| Employer contribution / active EE | $2,991 | $4,558-34.4% | $6,419-53.4% | $2,241+33.5% |
| Participant deferral / active EE | $5,064 | $7,213-29.8% | $9,331-45.7% | $3,767+34.4% |
| Admin fee / account holder | $746 | $2,405-69.0% | $16,305-95.4% | $2,969-74.9% |