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 RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $48,137 |
NORTHWESTERN MUTUAL INVESTMENT SERV10+ years Filed as: NORTHWESTERN MUTUAL INVESTMENT SVCS Service code 55 720 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Other Commissions | $16,724 |
Service code 99 6504 BRIDGE POINT PKWY · AUSTIN, TX 78730 | Other Fees | $3,537 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,618 |
STRINGER RESOURCE GROUP4 years Service code 13 709 W POINSETT ST · GREER, SC 29650 | Contract Administrator | $1,450 |
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 | $29,757 | $80,724-63.1% | $103,333-71.2% | $74,495-60.1% |
| Participation rate | 82.4% | 65.7%+16.8pp | 74.5%+7.9pp | 67.2%+15.2pp |
| Annual return | 10.10% | 27.56%-17.5pp | 24.88%-14.8pp | 1364.94%-1354.8pp |
| Employer contribution / active EE | $2,136 | $3,157-32.3% | $3,868-44.8% | $2,623-18.6% |
| Participant deferral / active EE | $3,202 | $3,860-17.1% | $5,057-36.7% | $4,346-26.3% |
| Admin fee / account holder | $196 | $2,368-91.7% | $8,355-97.7% | $1,942-89.9% |