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 INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,671 |
ERISA SERVICES, INC.1 year Service code 13 12748 KINGSTON PIKE SUITE 203 · KNOXVILLE, TN 37933 | Contract Administrator | $11,310 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL CORPORATION Service code 99 · EIN 95-2834236 | Other Fees | $8,199 |
ERISA SERVICES, INC.5 years Filed as: ERISA SERVICES INC Service code 13 PO BOX 24628 · KNOXVILLE, TN 37933 | Contract Administrator | $2,721 |
Filed as: WOODBURY FINANCIAL SERVICES, INC. Service code 27 7755 3RD ST. N · OAKDALE, MN 55128 | Advisory (Plan) | $2,565 |
Filed as: EMPOWER ANNUITY INS CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOO VILLAGE, CO 80111 | Recordkeeping Fees | $2,559 |
WOODBURY FINANCIAL SERVICES3 years Filed as: WOODBURY FINANCIAL SERVICES INC. Service code 27 7755 3RD ST N · OAKDALE, MN 55128 | Advisory (Plan) | $2,559 |
MORNINGSTAR1 year Service code 27 | Advisory (Plan) | $243 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $48 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,601 | $55,415-77.3% | $155,509-91.9% | $74,495-83.1% |
| Participation rate | 76.1% | 61.9%+14.2pp | 78.2%-2.1pp | 67.2%+8.9pp |
| Annual return | 13.95% | 268.50%-254.5pp | 64.67%-50.7pp | 1364.94%-1351.0pp |
| Employer contribution / active EE | $1,171 | $2,267-48.3% | $4,672-74.9% | $2,623-55.4% |
| Participant deferral / active EE | $3,229 | $2,836+13.9% | $5,626-42.6% | $4,346-25.7% |
| Admin fee / account holder | $261 | $1,738-85.0% | $15,912-98.4% | $1,942-86.6% |