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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $44,933 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $26,418 |
SAN DIEGO PENSION CONSULTANTS10+ years Service code 13 | Contract Administrator | $10,000 |
Filed as: SAN DIEGO PENSION CONSULTANTS INC Service code 13 9665 CHESAPEAKE DR STE 201 · SAN DIEGO, CA 92123 | Contract Administrator | $2,250 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,175 | $101,317-1.1% | $146,958-31.8% | $74,495+34.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 13.13% | 8730.91%-8717.8pp | 418.34%-405.2pp | 1364.94%-1351.8pp |
| Employer contribution / active EE | $5,502 | $3,810+44.4% | $4,933+11.5% | $2,623+109.8% |
| Participant deferral / active EE | $9,291 | $7,303+27.2% | $8,070+15.1% | $4,346+113.8% |
| Admin fee / account holder | $253 | $1,739-85.4% | $12,998-98.1% | $1,942-87.0% |