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 6-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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,328 |
HOFF BROTHERS, LLC2 years Service code 27 · EIN 81-4439458 505 S 24TH AVE STE 102 · WAUSAU, WI 54401 | Advisory (Plan) | $15,441 |
Service code 13 402 3RD ST · WAUSAU, WI 54403 | Contract Administrator | $9,617 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,914 | $59,417-56.4% | $93,606-72.3% | $74,495-65.2% |
| Participation rate | 92.6% | 59.7%+32.9pp | 68.7%+23.8pp | 67.2%+25.4pp |
| Annual return | 15.14% | 81.83%-66.7pp | 133.20%-118.1pp | 1364.94%-1349.8pp |
| Employer contribution / active EE | $3,078 | $1,264+143.6% | $2,420+27.2% | $2,623+17.4% |
| Participant deferral / active EE | $4,063 | $3,050+33.2% | $4,411-7.9% | $4,346-6.5% |
| Admin fee / account holder | $123 | $3,021-95.9% | $8,285-98.5% | $1,942-93.6% |