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 INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Recordkeeping Fees | $42,577 |
COMPENSATION SYSTEMS, INC.2 years Filed as: COMPENSATION SYSTEMS INC. Service code 13 | Contract Administrator | $17,971 |
COMPENSATION SYSTEMS, INC.3 years Filed as: COMPENSATION SYSTEMS, INC Service code 13 · EIN 39-1553836 1909 11TH AVE · MONROE, WI 53566 | Contract Administrator | $10,889 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,030 | $86,944+77.2% | $107,525+43.3% | $74,304+107.3% |
| Participation rate | 98.2% | 59.6%+38.7pp | 75.1%+23.2pp | 60.3%+37.9pp |
| Annual return | 9.71% | 23.52%-13.8pp | 181.32%-171.6pp | 29.43%-19.7pp |
| Employer contribution / active EE | $2,321 | $2,757-15.8% | $3,754-38.2% | $2,241+3.6% |
| Participant deferral / active EE | $7,557 | $3,554+112.6% | $5,116+47.7% | $3,767+100.6% |
| Admin fee / account holder | $355 | $3,727-90.5% | $8,919-96.0% | $2,969-88.0% |