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 INS CO OF AMERICA Service code 64 8515 EAST ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $28,593 |
INVESTMENT CONSULTING GROUP7 years Filed as: INVESTMENT CONSULTING GROUP INC Service code 27 5117 JERSEY RIDGE ROAD, STE 1 · DAVENPORT, IA 52807 | Advisory (Plan) | $20,359 |
Service code 13 ONE OVERLOOK POINT · LINCOLNSHIRE, IL 60069 | Contract Administrator | $13,157 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,716 |
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 | $197,391 | $49,915+295.5% | $154,803+27.5% | $74,304+165.7% |
| Participation rate | 90.8% | 54.0%+36.9pp | 78.1%+12.8pp | 60.3%+30.5pp |
| Annual return | 13.96% | 34.06%-20.1pp | 58.88%-44.9pp | 29.43%-15.5pp |
| Employer contribution / active EE | $2,693 | $1,611+67.1% | $4,305-37.5% | $2,241+20.1% |
| Participant deferral / active EE | $5,366 | $2,255+138.0% | $5,540-3.2% | $3,767+42.4% |
| Admin fee / account holder | $403 | $2,189-81.6% | $14,329-97.2% | $2,969-86.4% |