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 CO OF AM Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $40,500 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $37,974 |
ASCENSUS LLC1 year Filed as: DWC ERISA CONSULTANTS Service code 13 PO BOX 241267 · ST. PAUL, MN 55124 | Contract Administrator | $22,556 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,595 | $55,416-6.9% | $75,972-32.1% | $77,643-33.5% |
| Participation rate | 100.0% | 63.6%+36.4pp | 69.1%+30.9pp | 70.6%+29.4pp |
| Annual return | 13.77% | 17.07%-3.3pp | 359.55%-345.8pp | 31.24%-17.5pp |
| Employer contribution / active EE | $2,427 | $1,788+35.7% | $2,685-9.6% | $2,726-11.0% |
| Participant deferral / active EE | $6,528 | $3,447+89.4% | $4,255+53.4% | $4,647+40.5% |
| Admin fee / account holder | $98 | $414-76.4% | $6,467-98.5% | $430-77.3% |