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 | $7,182 |
Filed as: EMPOWER ANNUITY INSURANCE CO OF AME Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,879 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,311 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 15 · EIN 84-0467907 | Recordkeeping | $0 |
WELLS FARGO BANK, N.A.3 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 | $74,693 | $62,127+20.2% | $81,382-8.2% | $74,495+0.3% |
| Participation rate | 63.1% | 64.0%-0.9pp | 69.5%-6.4pp | 67.2%-4.1pp |
| Annual return | 12.63% | 16.48%-3.9pp | 24.73%-12.1pp | 1364.94%-1352.3pp |
| Employer contribution / active EE | $4,221 | $1,882+124.2% | $2,463+71.4% | $2,623+60.9% |
| Participant deferral / active EE | $6,546 | $3,229+102.7% | $3,883+68.6% | $4,346+50.6% |
| Admin fee / account holder | $297 | $1,934-84.6% | $5,768-94.8% | $1,942-84.7% |