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 1820 · MORRISTOWN, NJ 07962 | Advisory (Plan) | $86,733 |
MATRIX TRUST COMPANY6 years Service code 19 · EIN 75-3182674 | Securities Custodian | $44,795 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $142,467 | $117,025+21.7% | $91,541+55.6% | $85,563+66.5% |
| Participation rate | 98.9% | 64.2%+34.6pp | 69.8%+29.1pp | 66.0%+32.9pp |
| Annual return | 17.47% | 18.02%-0.6pp | 20.50%-3.0pp | 31.51%-14.0pp |
| Employer contribution / active EE | $8,367 | $2,120+294.6% | $2,505+234.1% | $2,654+215.3% |
| Participant deferral / active EE | $5,699 | $3,446+65.4% | $4,008+42.2% | $4,375+30.2% |
| Admin fee / account holder | $433 | $1,242-65.2% | $6,956-93.8% | $834-48.1% |