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 | $34,134 |
LPL FINANCIAL2 years Service code 27 · EIN 04-3046611 | Advisory (Plan) | $8,875 |
Filed as: MID-ATLANTIC PENSION SPECIALISTS, I Service code 13 · EIN 23-2776666 | Contract Administrator | $8,513 |
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 | $54,171 | $91,762-41.0% | $67,502-19.7% | $77,643-30.2% |
| Participation rate | 71.6% | 75.9%-4.3pp | 72.9%-1.2pp | 70.6%+1.1pp |
| Annual return | 39.60% | 14.87%+24.7pp | 3512.12%-3472.5pp | 31.24%+8.4pp |
| Employer contribution / active EE | $3,766 | $3,181+18.4% | $2,731+37.9% | $2,726+38.2% |
| Participant deferral / active EE | $5,263 | $3,903+34.8% | $4,000+31.6% | $4,647+13.3% |
| Admin fee / account holder | $154 | $176-12.3% | $3,998-96.1% | $430-64.1% |