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 ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $109,266 |
Service code 27 4340 REDWOOD HWY, SUITE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $50,546 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $41,177 |
Filed as: THE ANGELL PENSION GROUP INC Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $30,402 |
CARON & BLETZER, PLLC3 years Service code 10 1 LIBRARY LANE · KINGSTON, NH 03848 | Accounting | $14,000 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,428 | $89,178-60.3% | $91,541-61.3% | $102,872-65.6% |
| Participation rate | 94.9% | 79.7%+15.3pp | 69.8%+25.2pp | 73.0%+21.9pp |
| Annual return | 17.12% | 14.52%+2.6pp | 20.50%-3.4pp | 19.06%-1.9pp |
| Employer contribution / active EE | $1,915 | $3,455-44.6% | $2,505-23.6% | $3,526-45.7% |
| Participant deferral / active EE | $3,277 | $4,657-29.6% | $4,008-18.2% | $5,535-40.8% |
| Admin fee / account holder | $164 | $134+22.4% | $6,956-97.6% | $292-43.8% |