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 LIFE & ANNUITY INSURANCE Service code 64 COMPANY OF NY · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $124,117 |
COMPASS 360, LLC4+ years Filed as: COMPASS 360 Service code 13 118 PORTSMOUTH AVE STE A2 · STRATHAM, NH 03885 | Contract Administrator | $74,505 |
STIFEL NICOLAUS & CO INC1 year Filed as: STIFEL NICOLAUS & CO INC. Service code 27 501 N. BROADWAY · ST LOUIS, MO 63102 | Advisory (Plan) | $71,253 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $62,144 |
Employer 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 | $33,720 | $89,436-62.3% | $164,813-79.5% | $77,643-56.6% |
| Participation rate | 88.7% | 78.6%+10.1pp | 78.6%+10.1pp | 70.6%+18.1pp |
| Annual return | 14.59% | 28.83%-14.2pp | 69.93%-55.3pp | 31.24%-16.6pp |
| Employer contribution / active EE | $850 | $2,569-66.9% | $4,341-80.4% | $2,726-68.8% |
| Participant deferral / active EE | $3,368 | $4,897-31.2% | $6,031-44.2% | $4,647-27.5% |
| Admin fee / account holder | $233 | $339-31.4% | $12,690-98.2% | $430-45.9% |