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 INS CO.IF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,709 |
ASCENSUS LLC5 years Filed as: ADMIN PARTNERS Service code 13 | Contract Administrator | $5,041 |
ASCENSUS LLC2 years Filed as: ADMIN PARTNERS LLC Service code 13 200 LAKE DRIVE EAST SUITE 102 · CHERRY HILL, NJ 08002 | Contract Administrator | $551 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,364 | $88,634-0.3% | $101,326-12.8% | $74,304+18.9% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 60.3%+39.7pp |
| Annual return | 12.74% | 33.10%-20.4pp | 36.82%-24.1pp | 29.43%-16.7pp |
| Employer contribution / active EE | $2,402 | $2,930-18.0% | $3,665-34.5% | $2,241+7.2% |
| Participant deferral / active EE | $5,746 | $7,322-21.5% | $7,994-28.1% | $3,767+52.5% |
| Admin fee / account holder | $86 | $2,425-96.5% | $11,185-99.2% | $2,969-97.1% |