See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,794 |
Service code 27 1920 MAIN STREET STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $15,041 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,962 |
SVRPC, INC.1 year Service code 13 3834 SUTHERLAND AVENUE · KNOXVILLE, TN 37919 | Contract Administrator | $9,608 |
MAP RETIREMENT, INC.5 years Service code 99 | Other Fees | $464 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $45,340 | $64,480-29.7% | $81,382-44.3% | $80,856-43.9% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.6%+32.4pp |
| Annual return | 12.23% | 16.34%-4.1pp | 24.73%-12.5pp | 35.59%-23.4pp |
| Employer contribution / active EE | $2,685 | $1,978+35.7% | $2,463+9.0% | $2,755-2.5% |
| Participant deferral / active EE | $4,727 | $3,094+52.8% | $3,883+21.7% | $4,296+10.0% |
| Admin fee / account holder | $376 | $5,671-93.4% | $5,768-93.5% | $6,918-94.6% |