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 |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $138,966 |
Filed as: EMPOWER ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $36,052 |
Filed as: BENEFIT PLANS, INC Service code 13 · EIN 47-0617162 | Contract Administrator | $17,470 |
Filed as: BENEFIT PLANS, INC. Service code 13 | Contract Administrator | $3,773 |
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 | $51,812 | $50,982+1.6% | $154,803-66.5% | $85,563-39.4% |
| Participation rate | 93.3% | 59.8%+33.5pp | 78.1%+15.3pp | 66.0%+27.4pp |
| Annual return | 16.62% | 30.35%-13.7pp | 58.88%-42.3pp | 31.51%-14.9pp |
| Employer contribution / active EE | $1,996 | $1,708+16.9% | $4,305-53.6% | $2,654-24.8% |
| Participant deferral / active EE | $3,201 | $2,474+29.4% | $5,540-42.2% | $4,375-26.8% |
| Admin fee / account holder | $284 | $846-66.4% | $14,329-98.0% | $834-66.0% |