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 | $76,050 |
ANNEX WEALTH MANAGEMENT LLC8 years Service code 27 12700 W BLUEMOUND RD STE 200 · ELM GROVE, WI 53122 | Advisory (Plan) | $52,779 |
SIKICH LLP1 year Filed as: SIKICH LLC Service code 13 1415 W DIEHL RD STE 400 · NAPERVILLE, IL 60563 | Contract Administrator | $10,455 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,358 |
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 | $117,702 | $119,446-1.5% | $150,045-21.6% | $85,563+37.6% |
| Participation rate | 95.3% | 75.4%+19.9pp | 82.3%+13.0pp | 66.0%+29.3pp |
| Annual return | 12.97% | 23.72%-10.8pp | 62.55%-49.6pp | 31.51%-18.5pp |
| Employer contribution / active EE | $0 | $4,078-100.0% | $4,693-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $7,079 | $7,985-11.3% | $7,997-11.5% | $4,375+61.8% |
| Admin fee / account holder | $401 | $548-26.8% | $13,435-97.0% | $834-52.0% |