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 4-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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,171 |
RED DOOR WEALTH MANAGEMENT3 years Service code 27 756 RIDGE LAKE ROAD · MEMPHIS, TN 38120 | Advisory (Plan) | $24,682 |
BURLEIGH CONSULTING GROUP3 years Filed as: BURLEIGH CONSULTING GROUP, INC. Service code 13 465 JACK KRAMER DR. STE 2 · MEMPHIS, TN 38117 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,729 | $54,193-21.2% | $93,606-54.4% | $77,643-45.0% |
| Participation rate | 64.1% | 63.9%+0.2pp | 68.7%-4.6pp | 70.6%-6.4pp |
| Annual return | 35.28% | 30.54%+4.7pp | 133.20%-97.9pp | 31.24%+4.0pp |
| Employer contribution / active EE | $1,730 | $1,168+48.1% | $2,420-28.5% | $2,726-36.5% |
| Participant deferral / active EE | $3,355 | $3,144+6.7% | $4,411-23.9% | $4,647-27.8% |
| Admin fee / account holder | $204 | $576-64.5% | $8,285-97.5% | $430-52.5% |