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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.
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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 39-1974154 6737 WEST WASHINGTON STREET · MILWAUKEE, WI 53214 | Contract Administrator | $44,938 |
MILLER COOPER & CO LTD7 years Service code 10 1751 LAKE COOK RD STE 400 · DEERFIELD, IL 60015 | Accounting | $22,800 |
Filed as: EMPOWER ANNUITY INSURANCE CO OF AME Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,824 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11,840 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,246 | $56,767-67.9% | $101,794-82.1% | $85,563-78.7% |
| Participation rate | 93.4% | 57.6%+35.8pp | 69.2%+24.2pp | 66.0%+27.5pp |
| Annual return | 16.85% | 17.76%-0.9pp | 30.53%-13.7pp | 31.51%-14.7pp |
| Employer contribution / active EE | $414 | $1,112-62.8% | $2,289-81.9% | $2,654-84.4% |
| Participant deferral / active EE | $2,813 | $2,720+3.4% | $4,084-31.1% | $4,375-35.7% |
| Admin fee / account holder | $174 | $1,098-84.1% | $8,777-98.0% | $834-79.1% |