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 AM Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,077 |
Filed as: UBS FINANCIAL SERVICES Service code 27 PO BOX 198928 · NASHVILLE, TN 37238 | Advisory (Plan) | $11,974 |
Filed as: M2B RETIREMENT CONSULTING, LLC Service code 13 101 BRADFORD RD, SUITE 200 · WEXFORD, PA 15090 | Contract Administrator | $4,250 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREEWOOD VILLAGE, CO 80111 | Investment Management | $2,658 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,716 | $54,517-54.7% | $75,972-67.5% | $74,495-66.8% |
| Participation rate | 77.4% | 60.3%+17.1pp | 69.1%+8.4pp | 67.2%+10.2pp |
| Annual return | 60.68% | 31.82%+28.9pp | 359.55%-298.9pp | 1364.94%-1304.3pp |
| Employer contribution / active EE | $2,387 | $1,777+34.3% | $2,685-11.1% | $2,623-9.0% |
| Participant deferral / active EE | $3,035 | $3,066-1.0% | $4,255-28.7% | $4,346-30.2% |
| Admin fee / account holder | $189 | $2,229-91.5% | $6,467-97.1% | $1,942-90.3% |