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 COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,741 |
Filed as: PRIME CAPITAL INVESTMENT ADVISORS L Service code 27 6201 COLLEGE BLVD 7TH FL · OVERLAND PARK, KS 66211 | Advisory (Plan) | $21,319 |
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 | $51,080 | $49,915+2.3% | $154,803-67.0% | $74,304-31.3% |
| Participation rate | 98.6% | 54.0%+44.7pp | 78.1%+20.6pp | 60.3%+38.3pp |
| Annual return | 10.87% | 34.06%-23.2pp | 58.88%-48.0pp | 29.43%-18.6pp |
| Employer contribution / active EE | $2,798 | $1,611+73.7% | $4,305-35.0% | $2,241+24.9% |
| Participant deferral / active EE | $3,653 | $2,255+62.0% | $5,540-34.1% | $3,767-3.0% |
| Admin fee / account holder | $254 | $2,189-88.4% | $14,329-98.2% | $2,969-91.4% |