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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $80,861 |
MMA SECURITIES LLC1 year Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $30,667 |
LPL FINANCIAL9+ years Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $15,333 |
Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $400 |
Annual investment return 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 | $52,143 | $84,784-38.5% | $98,439-47.0% | $74,419-29.9% |
| Participation rate | 98.5% | 81.5%+17.0pp | 75.2%+23.4pp | 70.7%+27.8pp |
| Annual return | 14.62% | 20.59%-6.0pp | 21.16%-6.5pp | 34.38%-19.8pp |
| Employer contribution / active EE | $3,034 | $3,364-9.8% | $3,048-0.4% | $2,637+15.1% |
| Participant deferral / active EE | $6,396 | $5,218+22.6% | $4,738+35.0% | $4,528+41.3% |
| Admin fee / account holder | $224 | $204+9.3% | $8,948-97.5% | $348-35.7% |