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 CO OF AM Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $34,960 |
Service code 27 1400 AMERICAN BLVD BLDG 4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $27,103 |
WARREN AVERETT, LLC1 year Filed as: WARREN AVERETT BENEFIT CONSULTANTS Service code 13 2500 ACTON ROAD · BIRMINGHAM, AL 35243 | Contract Administrator | $23,533 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11,683 |
Filed as: FIFTH THIRD BANK Service code 99 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Other Fees | $4,355 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,432 | $59,417+8.4% | $93,606-31.2% | $74,495-13.5% |
| Participation rate | 100.0% | 59.7%+40.3pp | 68.7%+31.3pp | 67.2%+32.8pp |
| Annual return | 13.06% | 81.83%-68.8pp | 133.20%-120.1pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $1,431 | $1,264+13.3% | $2,420-40.9% | $2,623-45.4% |
| Participant deferral / active EE | $5,876 | $3,050+92.6% | $4,411+33.2% | $4,346+35.2% |
| Admin fee / account holder | $458 | $3,021-84.8% | $8,285-94.5% | $1,942-76.4% |