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 COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $28,820 |
HEADCO INDUSTRIES INC1 year Service code 99 2601 PARKES DR · BROADVIEW, IL 60155 | Other Fees | $21,875 |
MILLER COOPER & CO LTD8 years Service code 10 1751 LAKE COOK RD STE 400 · DEERFIELD, IL 60015 | Accounting | $13,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,452 | $96,484-22.8% | $156,263-52.4% | $74,304+0.2% |
| Participation rate | 97.2% | 67.7%+29.6pp | 78.9%+18.3pp | 60.3%+36.9pp |
| Annual return | 13.87% | 17.73%-3.9pp | 59.47%-45.6pp | 29.43%-15.6pp |
| Employer contribution / active EE | $1,125 | $2,528-55.5% | $4,333-74.0% | $2,241-49.8% |
| Participant deferral / active EE | $4,659 | $4,286+8.7% | $6,158-24.3% | $3,767+23.7% |
| Admin fee / account holder | $238 | $3,728-93.6% | $14,255-98.3% | $2,969-92.0% |