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 52 · EIN 04-1590850 | Indirect Investment Fees | $56,549 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 OF AMERICA · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,755 |
Service code 55 5707 SOUTHWEST PKWY · AUSTIN, TX 78735 | Other Commissions | $2,772 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,759 | $69,010+83.7% | $159,960-20.8% | $68,494+85.1% |
| Participation rate | 78.4% | 65.4%+12.9pp | 78.0%+0.4pp | 67.9%+10.5pp |
| Annual return | -13.24% | -9.65%-3.6pp | 408.60%-421.8pp | -7.84%-5.4pp |
| Employer contribution / active EE | $1,438 | $2,213-35.1% | $4,226-66.0% | $2,596-44.6% |
| Participant deferral / active EE | $5,529 | $4,212+31.3% | $6,182-10.6% | $4,027+37.3% |
| Admin fee / account holder | $570 | $4,798-88.1% | $8,698-93.4% | $5,403-89.4% |