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 9-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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,285 |
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $15,315 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,042 |
BARNES TPA & ASSOCIATES, LLC2 years Service code 13 828 GREENBRIER PARKWAY STE 220 · CHESAPEAKE, VA 23320 | Contract Administrator | $2,310 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,951 | $101,317-62.5% | $146,958-74.2% | $74,495-49.1% |
| Participation rate | 71.3% | 75.5%-4.2pp | 82.2%-10.8pp | 67.2%+4.1pp |
| Annual return | 31.48% | 8730.91%-8699.4pp | 418.34%-386.9pp | 1364.94%-1333.5pp |
| Employer contribution / active EE | $2,666 | $3,810-30.0% | $4,933-46.0% | $2,623+1.6% |
| Participant deferral / active EE | $2,938 | $7,303-59.8% | $8,070-63.6% | $4,346-32.4% |
| Admin fee / account holder | $283 | $1,739-83.7% | $12,998-97.8% | $1,942-85.4% |