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 CO.OF AME Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,276 |
EISNERAMPER LLP1 year Service code 10 PO BOX 360635 · PITTSBURGH, PA 152516635 | Accounting | $20,475 |
BATES & COMPANY, INC.7 years Filed as: BATES & COMPANY INC. Service code 13 · EIN 59-3465757 1201 S. ORLANDO AVE STE. 202 · WINTER PARK, FL 327890000 | Contract Administrator | $19,659 |
Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 27 880 CARILLON PKWY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $11,535 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,888 |
BATES & COMPANY, INC.3 years Service code 13 | Contract Administrator | $3,678 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $1,999 | $99,877-98.0% | $84,966-97.6% | $145,922-98.6% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | -79.30% | 83.76%-163.1pp | 66.38%-145.7pp | 561.29%-640.6pp |
| Employer contribution / active EE | $0 | $3,231-100.0% | $2,727-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $11,289 | $5,291+113.4% | $4,519+149.8% | $6,688+68.8% |
| Admin fee / account holder | $5,224 | $7,248-27.9% | $6,149-15.0% | $13,397-61.0% |