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 | $63,211 |
Filed as: ALLIANT INSURANCE SERVICES INC. DBA Service code 13 ALLIANT RETIREMENT · NEW YORK, NY 10178 | Contract Administrator | $56,487 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12,475 |
Filed as: ALLIANT INSURANCE SERVICES INC DBA Service code 13 | Contract Administrator | $12,434 |
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 | $66,344 | $100,923-34.3% | $150,045-55.8% | $74,304-10.7% |
| Participation rate | 96.1% | 70.1%+26.1pp | 82.3%+13.8pp | 60.3%+35.8pp |
| Annual return | 20.80% | 51.77%-31.0pp | 62.55%-41.8pp | 29.43%-8.6pp |
| Employer contribution / active EE | $4,145 | $3,463+19.7% | $4,693-11.7% | $2,241+84.9% |
| Participant deferral / active EE | $10,457 | $6,709+55.9% | $7,997+30.8% | $3,767+177.6% |
| Admin fee / account holder | $312 | $2,767-88.7% | $13,435-97.7% | $2,969-89.5% |