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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $94,591 |
Service code 27 1400 AMERICAN BLVD BLDG #4 PRINCETO · PENNINGTON, NJ 08534 | Advisory (Plan) | $35,000 |
ACCELL AUDIT & COMPLIANCE PA2 years Filed as: ACCELL CPA & ASSOCIATES PA Service code 10 14610 GALT LAKE DR · TAMPA, FL 33626 | Accounting | $14,000 |
Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $300 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,582 | $84,030+12.6% | $126,539-25.3% | $102,872-8.1% |
| Participation rate | 57.0% | 58.3%-1.3pp | 69.8%-12.9pp | 73.0%-16.1pp |
| Annual return | 14.44% | 17.79%-3.4pp | 425.95%-411.5pp | 19.06%-4.6pp |
| Employer contribution / active EE | $1,345 | $3,287-59.1% | $3,674-63.4% | $3,526-61.9% |
| Participant deferral / active EE | $3,488 | $3,749-7.0% | $4,083-14.6% | $5,535-37.0% |
| Admin fee / account holder | $126 | $299-57.7% | $6,065-97.9% | $292-56.7% |