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 9-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 CO OF AME Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $28,546 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 27 11101 SWIRZER RD STE 200 · OVERLAND PARKS, KS 66210 | Advisory (Plan) | $18,324 |
MY BENEFITS, LLC6 years Filed as: MY BENEFITS LLC Service code 13 5352 PEACHTREE ROAD · ATLANTA, GA 30341 | Contract Administrator | $10,240 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,105 | $72,607-70.9% | $90,749-76.7% | $66,914-68.5% |
| Participation rate | 87.3% | 73.7%+13.6pp | 75.7%+11.6pp | 69.8%+17.5pp |
| Annual return | -13.74% | -12.28%-1.5pp | -12.16%-1.6pp | 1.58%-15.3pp |
| Employer contribution / active EE | $1,539 | $2,369-35.0% | $2,921-47.3% | $2,544-39.5% |
| Participant deferral / active EE | $2,901 | $3,977-27.1% | $4,564-36.4% | $4,237-31.5% |
| Admin fee / account holder | $186 | $707-73.7% | $8,445-97.8% | $593-68.7% |