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 |
|---|---|---|
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $29,117 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,960 |
Service code 13 · EIN 02-0600416 PO BOX 140471 · GRAND RAPIDS, MI 49514 | Contract Administrator | $11,300 |
Filed as: HALLOWELL 401K ASSURANCE LLC Service code 10 · EIN 92-1789763 PO BOX 683007 · FRANKLIN, TN 37068 | Accounting | $11,250 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,610 | $64,839+61.3% | $95,585+9.4% | $84,808+23.3% |
| Participation rate | 82.9% | 63.8%+19.0pp | 72.1%+10.8pp | 68.3%+14.5pp |
| Annual return | 15.19% | -670.96%+686.2pp | 38.56%-23.4pp | 40.90%-25.7pp |
| Employer contribution / active EE | $37 | $1,759-97.9% | $2,527-98.6% | $2,631-98.6% |
| Participant deferral / active EE | $9,357 | $2,965+215.6% | $4,023+132.6% | $4,212+122.2% |
| Admin fee / account holder | $649 | $5,964-89.1% | $6,127-89.4% | $7,344-91.2% |