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 13 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $68,803 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 13 · EIN 06-1050034 | Contract Administrator | $23,617 |
CITRIN COOPERMAN1 year Filed as: CITRIN COOPERMAN & COMPANY LLP Service code 10 P O BOX 23945 · NEW YORK, NY 100873945 | Accounting | $14,000 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,777 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,927 | $112,623-8.6% | $106,213-3.1% | $199,593-48.4% |
| Participation rate | 98.7% | 86.2%+12.4pp | 75.3%+23.4pp | 72.0%+26.7pp |
| Annual return | 16.27% | 15.57%+0.7pp | 116.14%-99.9pp | 34.25%-18.0pp |
| Employer contribution / active EE | $9,478 | $4,575+107.2% | $3,171+198.8% | $3,034+212.4% |
| Participant deferral / active EE | $9,342 | $6,659+40.3% | $5,016+86.3% | $5,087+83.7% |
| Admin fee / account holder | $48 | $107-55.4% | $11,033-99.6% | $269-82.2% |