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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $40,144 |
NOVA 401(K) ASSOCIATES3 years Service code 13 10777 NORTHWEST FREEWAY · HOUSTON, TX 77092 | Contract Administrator | $13,754 |
Service code 99 PO BOX 2590 · FORT SMITH, AR 72902 | Other Fees | $3,875 |
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 | $176,274 | $55,416+218.1% | $75,972+132.0% | $77,643+127.0% |
| Participation rate | 60.1% | 63.6%-3.4pp | 69.1%-8.9pp | 70.6%-10.4pp |
| Annual return | 14.54% | 17.07%-2.5pp | 359.55%-345.0pp | 31.24%-16.7pp |
| Employer contribution / active EE | $5,100 | $1,788+185.3% | $2,685+90.0% | $2,726+87.1% |
| Participant deferral / active EE | $4,757 | $3,447+38.0% | $4,255+11.8% | $4,647+2.4% |
| Admin fee / account holder | $216 | $414-47.7% | $6,467-96.7% | $430-49.7% |