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 INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $29,088 |
Service code 13 917 WESTERN AMERICA CIRCLE · MOBILE, AL 36609 | Contract Administrator | $6,109 |
Filed as: ECONOMIC GROUP PENSION SERVICES INC Service code 13 | Contract Administrator | $1,324 |
FLEXPATH STRATEGIES, LLC2 years Filed as: FLEXPATH STRATEGIES LLC Service code 99 120 VANTIS SUITE 400 · ALISO VIEJO, CA 92656 | Other Fees | $1,176 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $4,185 | $31,741-86.8% | $56,411-92.6% | $199,593-97.9% |
| Participation rate | 47.0% | 32.3%+14.7pp | 52.5%-5.5pp | 72.0%-25.0pp |
| Annual return | 11.22% | 14.72%-3.5pp | 1701.33%-1690.1pp | 34.25%-23.0pp |
| Employer contribution / active EE | $17 | $508-96.7% | $1,039-98.4% | $3,034-99.4% |
| Participant deferral / active EE | $268 | $1,184-77.4% | $1,952-86.3% | $5,087-94.7% |
| Admin fee / account holder | $57 | $426-86.6% | $2,829-98.0% | $269-78.7% |