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 LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $53,618 |
Filed as: ALLIANT INSURANCE SERVICES INC. DBA Service code 13 ALLIANT RETIREMENT · NEW YORK, NY 10178 | Contract Administrator | $51,939 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11,395 |
Filed as: ALLIANT INSURANCE SERVICES INC DBA Service code 13 | Contract Administrator | $10,665 |
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 | $50,572 | $101,317-50.1% | $146,958-65.6% | $74,495-32.1% |
| Participation rate | 97.5% | 75.5%+22.0pp | 82.2%+15.3pp | 67.2%+30.3pp |
| Annual return | 13.95% | 8730.91%-8717.0pp | 418.34%-404.4pp | 1364.94%-1351.0pp |
| Employer contribution / active EE | $4,853 | $3,810+27.4% | $4,933-1.6% | $2,623+85.0% |
| Participant deferral / active EE | $10,409 | $7,303+42.5% | $8,070+29.0% | $4,346+139.5% |
| Admin fee / account holder | $261 | $1,739-85.0% | $12,998-98.0% | $1,942-86.6% |