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 13 · EIN 27-3853858 | Contract Administrator | $1,700 |
Filed as: EMPOWER ANNUITY INSURANCE CO OF AME Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,010 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 15 · EIN 84-0467907 | Recordkeeping | $0 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADVISORS INS AGENCY Service code 26 · EIN 54-0910269 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,491 | $56,423+9.0% | $77,163-20.3% | $71,457-13.9% |
| Participation rate | 60.3% | 64.3%-4.0pp | 69.6%-9.3pp | 67.9%-7.7pp |
| Annual return | 19.30% | 19.05%+0.3pp | 37.87%-18.6pp | 28.85%-9.5pp |
| Employer contribution / active EE | $3,219 | $1,866+72.5% | $2,535+27.0% | $2,588+24.4% |
| Participant deferral / active EE | $4,967 | $3,142+58.1% | $3,833+29.6% | $4,289+15.8% |
| Admin fee / account holder | $213 | $1,429-85.1% | $5,472-96.1% | $1,587-86.6% |