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 13 · EIN 39-1444845 | Contract Administrator | $12,805 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,160 |
Filed as: NORTHWESTERN WISCONSIN ASSOCIATES I Service code 13 | Contract Administrator | $7,486 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,048 | $129,021-72.1% | $184,203-80.4% | $77,643-53.6% |
| Participation rate | 98.0% | 87.3%+10.6pp | 86.8%+11.2pp | 70.6%+27.4pp |
| Annual return | 13.22% | 33.27%-20.1pp | 28.81%-15.6pp | 31.24%-18.0pp |
| Employer contribution / active EE | $3,830 | $4,413-13.2% | $6,427-40.4% | $2,726+40.5% |
| Participant deferral / active EE | $6,173 | $7,297-15.4% | $9,131-32.4% | $4,647+32.8% |
| Admin fee / account holder | $37 | $254-85.5% | $13,901-99.7% | $430-91.4% |