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 3-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 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $121,411 |
NOVA 401(K) ASSOCIATES3+ years Service code 13 10777 NORTHWEST FREEWAY · HOUSTON, TX 77092 | Contract Administrator | $27,054 |
Filed as: MML INVESTORS SERVICES INC Service code 55 · EIN 04-2746212 1295 STATE ST. · SPRINGFIELD, MA 01111 | Other Commissions | $19,024 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,115 | $79,700+123.5% | $153,485+16.0% | $74,495+139.1% |
| Participation rate | 87.1% | 69.8%+17.2pp | 77.1%+10.0pp | 67.2%+19.8pp |
| Annual return | 14.14% | 15.07%-0.9pp | 15.65%-1.5pp | 1364.94%-1350.8pp |
| Employer contribution / active EE | $6,910 | $4,016+72.0% | $5,039+37.1% | $2,623+163.4% |
| Participant deferral / active EE | $9,422 | $5,315+77.3% | $6,757+39.4% | $4,346+116.8% |
| Admin fee / account holder | $545 | $1,790-69.5% | $12,724-95.7% | $1,942-71.9% |