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 9-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 | $30,334 |
Filed as: COTA STREET INVESTMENT MANAGEMENT Service code 28 24 E. COTA STREET · SANTA BARBARA, CA 93101 | Investment Management | $6,074 |
Service code 26 · EIN 94-1737782 | Advisory (Participants) | $3,978 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,247 | $122,693-45.2% | $184,203-63.5% | $199,593-66.3% |
| Participation rate | 72.4% | 86.8%-14.4pp | 86.8%-14.4pp | 72.0%+0.4pp |
| Annual return | 46.42% | 143.91%-97.5pp | 28.81%+17.6pp | 34.25%+12.2pp |
| Employer contribution / active EE | $2,825 | $4,584-38.4% | $6,427-56.1% | $3,034-6.9% |
| Participant deferral / active EE | $5,847 | $7,990-26.8% | $9,131-36.0% | $5,087+14.9% |
| Admin fee / account holder | $11 | $121-90.8% | $13,901-99.9% | $269-95.9% |