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 INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,339 |
ASCENSUS LLC4 years Filed as: FUTUREPLAN BY ASCENSUS-BPC Service code 13 · EIN 04-2746212 PO BOX 56018 · BOSTON, MA 02205 | Contract Administrator | $13,828 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $473 |
INVESTMENT PLANNERS INC2 years Service code 55 PO BOX 170 · DECATUR, IL 625250170 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,329 | $55,415-61.5% | $155,509-86.3% | $74,495-71.4% |
| Participation rate | 65.3% | 61.9%+3.4pp | 78.2%-12.9pp | 67.2%-1.9pp |
| Annual return | 15.13% | 268.50%-253.4pp | 64.67%-49.5pp | 1364.94%-1349.8pp |
| Employer contribution / active EE | $1,123 | $2,267-50.5% | $4,672-76.0% | $2,623-57.2% |
| Participant deferral / active EE | $1,273 | $2,836-55.1% | $5,626-77.4% | $4,346-70.7% |
| Admin fee / account holder | $192 | $1,738-89.0% | $15,912-98.8% | $1,942-90.1% |