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 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,752 |
Filed as: NATIONAL AUTOMOBILE DEALERS Service code 99 8400 WESTPARK DR · MCLEAN, VA 22102 | Other Fees | $2,146 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,610 |
Filed as: CAPFINANCIAL PARTNERS LLC DBA Service code 99 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Other Fees | $358 |
Service code 13 12 GILL ST STE 2600 · WOBURN, MA 01801 | Contract Administrator | $224 |
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 | $13,283 | $59,417-77.6% | $93,606-85.8% | $74,495-82.2% |
| Participation rate | 77.3% | 59.7%+17.6pp | 68.7%+8.6pp | 67.2%+10.1pp |
| Annual return | 14.62% | 81.83%-67.2pp | 133.20%-118.6pp | 1364.94%-1350.3pp |
| Employer contribution / active EE | $650 | $1,264-48.6% | $2,420-73.1% | $2,623-75.2% |
| Participant deferral / active EE | $3,734 | $3,050+22.4% | $4,411-15.4% | $4,346-14.1% |
| Admin fee / account holder | $112 | $3,021-96.3% | $8,285-98.6% | $1,942-94.2% |