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 21 PO BOX 986 1100 W ST GERMAIN ST · ST CLOUD, MN 56301 | Bank Trustee | $18,502 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,088 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,684 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,995 | $46,292-33.0% | $143,757-78.4% | $64,808-52.2% |
| Participation rate | 95.5% | 64.2%+31.3pp | 80.3%+15.2pp | 71.5%+24.1pp |
| Annual return | -17.97% | -10.05%-7.9pp | -0.04%-17.9pp | 32.82%-50.8pp |
| Employer contribution / active EE | $1,995 | $1,910+4.5% | $4,951-59.7% | $2,506-20.4% |
| Participant deferral / active EE | $2,637 | $2,646-0.3% | $5,637-53.2% | $4,310-38.8% |
| Admin fee / account holder | $90 | $154-41.7% | $14,673-99.4% | $188-52.3% |