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 9-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 | $22,700 |
Filed as: PHILLIPS & COMPANY ADVISORS LLC Service code 27 1300 SW 5TH AVE STE 2100 · PORTLAND, OR 97201 | Advisory (Plan) | $8,487 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,726 | $59,159-65.0% | $159,960-87.0% | $66,914-69.0% |
| Participation rate | 26.5% | 68.1%-41.7pp | 78.0%-51.5pp | 69.8%-43.3pp |
| Annual return | -18.82% | -12.26%-6.6pp | 408.60%-427.4pp | 1.58%-20.4pp |
| Employer contribution / active EE | $1,095 | $1,983-44.8% | $4,226-74.1% | $2,544-57.0% |
| Participant deferral / active EE | $1,736 | $4,395-60.5% | $6,182-71.9% | $4,237-59.0% |
| Admin fee / account holder | $256 | $591-56.7% | $8,698-97.1% | $593-56.9% |