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 6-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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $28,964 |
FAIRCOURT PARTNERS, LLC3 years Filed as: FAIRCOURT PARTNERS LLC Service code 27 1 E WACKER DR STE 2505 · CHICAGO, IL 60601 | Advisory (Plan) | $15,644 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,269 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,075 |
PENTEGRA SERVICES, INC.1 year Filed as: PENTEGRA SERVICES INC Service code 13 701 WESTCHESTER AVE STE 320E · WHITE PLAINS, NY 10604 | Contract Administrator | $5,910 |
Participant contribution per participant 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.
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 | $10,949 | $89,588-87.8% | $136,007-91.9% | $77,643-85.9% |
| Participation rate | 81.1% | 74.3%+6.8pp | 76.5%+4.6pp | 70.6%+10.5pp |
| Annual return | 13.85% | 17.42%-3.6pp | 579.32%-565.5pp | 31.24%-17.4pp |
| Employer contribution / active EE | $1,346 | $3,491-61.5% | $4,217-68.1% | $2,726-50.6% |
| Participant deferral / active EE | $2,107 | $5,591-62.3% | $7,025-70.0% | $4,647-54.7% |
| Admin fee / account holder | $75 | $539-86.1% | $6,858-98.9% | $430-82.5% |