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 8-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 INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $90,843 |
LPL FINANCIAL8+ years Filed as: LPL FINANCIAL RP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $23,052 |
MID-ATLANTIC PENSION SPECIALISTS8+ years Service code 13 · EIN 23-2776666 | Contract Administrator | $17,371 |
Filed as: MID-ATLANTIC PENSION SPECIALISTS, I Service code 13 | Contract Administrator | $14,188 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $37,873 | $115,444-67.2% | $65,493-42.2% | $102,872-63.2% |
| Participation rate | 42.7% | 71.2%-28.5pp | 73.1%-30.4pp | 73.0%-30.4pp |
| Annual return | 14.62% | 15.94%-1.3pp | 982.45%-967.8pp | 19.06%-4.4pp |
| Employer contribution / active EE | $1,324 | $3,409-61.2% | $2,574-48.6% | $3,526-62.5% |
| Participant deferral / active EE | $1,958 | $4,118-52.5% | $3,961-50.6% | $5,535-64.6% |
| Admin fee / account holder | $96 | $123-21.6% | $5,028-98.1% | $292-67.0% |