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 | $52,340 |
WOLFF & TAYLOR PC1 year Service code 10 222 S CENTRAL AVE STE 402 · SAINT LOUIS, MO 63105 | Accounting | $26,000 |
UBS FINANCIAL SERVICES INC3 years Service code 27 PO BOX 198928 · NASHVILLE, TN 37238 | Advisory (Plan) | $20,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,597 | $54,193+146.5% | $93,606+42.7% | $77,643+72.1% |
| Participation rate | 53.4% | 63.9%-10.5pp | 68.7%-15.3pp | 70.6%-17.2pp |
| Annual return | 14.38% | 30.54%-16.2pp | 133.20%-118.8pp | 31.24%-16.9pp |
| Employer contribution / active EE | $150 | $1,168-87.1% | $2,420-93.8% | $2,726-94.5% |
| Participant deferral / active EE | $5,385 | $3,144+71.3% | $4,411+22.1% | $4,647+15.9% |
| Admin fee / account holder | $242 | $576-57.9% | $8,285-97.1% | $430-43.7% |