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 | $57,237 |
MMA SECURITIES LLC3 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $21,000 |
BONSET AMERICA CORPORATION11+ years Service code 10 6107 CORPORATE PARK DR · BROWNS SUMMIT, NC 27214 | Accounting | $18,500 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,875 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,347 | $87,870+83.6% | $113,168+42.6% | $74,304+117.1% |
| Participation rate | 93.3% | 70.7%+22.6pp | 76.6%+16.8pp | 60.3%+33.0pp |
| Annual return | 13.29% | 26.44%-13.1pp | 24.27%-11.0pp | 29.43%-16.1pp |
| Employer contribution / active EE | $3,974 | $2,277+74.5% | $2,975+33.6% | $2,241+77.3% |
| Participant deferral / active EE | $6,859 | $4,241+61.7% | $5,107+34.3% | $3,767+82.1% |
| Admin fee / account holder | $713 | $3,368-78.8% | $12,068-94.1% | $2,969-76.0% |