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 | $37,821 |
Service code 27 4340 REDWOOD HWY, SUITE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $31,807 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $18,322 |
Filed as: CBIZ OPER INC DBA CBIZ MHM LLC Service code 10 1065 AVENUE OF AMERICAS · NEW YORK, NY 10018 | Accounting | $14,820 |
Filed as: THE ANGELL PENSION GROUP INC Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $11,736 |
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 | $28,847 | $56,503-48.9% | $70,092-58.8% | $64,808-55.5% |
| Participation rate | 86.4% | 70.5%+15.9pp | 70.5%+15.9pp | 71.5%+14.9pp |
| Annual return | -15.75% | -13.44%-2.3pp | 190.73%-206.5pp | 32.82%-48.6pp |
| Employer contribution / active EE | $1,806 | $2,046-11.8% | $2,559-29.4% | $2,506-27.9% |
| Participant deferral / active EE | $3,481 | $3,389+2.7% | $3,849-9.6% | $4,310-19.2% |
| Admin fee / account holder | $147 | $160-8.1% | $6,267-97.6% | $188-21.5% |