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 VILLAGE, CO 80111 | Recordkeeping Fees | $42,113 |
Filed as: FIFTH THIRD BANK Service code 27 38 FOUNTAIN SQ PLZ · CINCINNATI, OH 45263 | Advisory (Plan) | $34,189 |
CLIFTONLARSONALLEN LLP2 years Filed as: CLIFTON LARSONALLEN, LLP Service code 99 P.O. BOX 829709 · PHILADELPHIA, PA 19182 | Other Fees | $15,758 |
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 | $43,871 | $87,870-50.1% | $113,168-61.2% | $74,304-41.0% |
| Participation rate | 95.3% | 70.7%+24.5pp | 76.6%+18.7pp | 60.3%+34.9pp |
| Annual return | 16.54% | 26.44%-9.9pp | 24.27%-7.7pp | 29.43%-12.9pp |
| Employer contribution / active EE | $836 | $2,277-63.3% | $2,975-71.9% | $2,241-62.7% |
| Participant deferral / active EE | $6,373 | $4,241+50.3% | $5,107+24.8% | $3,767+69.2% |
| Admin fee / account holder | $307 | $3,368-90.9% | $12,068-97.5% | $2,969-89.7% |