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 | $35,228 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $18,474 |
SAN DIEGO PENSION CONSULTANTS8+ 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 | $71,741 | $84,487-15.1% | $125,339-42.8% | $66,914+7.2% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | -15.26% | -8.39%-6.9pp | 572.05%-587.3pp | 1.58%-16.8pp |
| Employer contribution / active EE | $4,843 | $3,553+36.3% | $4,814+0.6% | $2,544+90.3% |
| Participant deferral / active EE | $7,687 | $6,781+13.4% | $7,446+3.2% | $4,237+81.4% |
| Admin fee / account holder | $195 | $685-71.5% | $10,010-98.1% | $593-67.1% |