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 COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $948,178 |
CURCIO WEBB9+ years Filed as: CURCIO WEBB, LLC Service code 27 610 16TH ST STE 205 · OAKLAND, CA 946121283 | Advisory (Plan) | $42,000 |
BENNETT THRASHER LLP7 years Service code 10 3300 RIVERWOOD PKWY STE 700 · ATLANTA, GA 30339 | Accounting | $22,050 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,438 | $99,062-87.4% | $100,391-87.6% | $99,062-87.4% |
| Participation rate | 91.3% | 71.6%+19.7pp | 81.5%+9.8pp | 71.6%+19.7pp |
| Annual return | 15.13% | 17.66%-2.5pp | 49.20%-34.1pp | 17.66%-2.5pp |
| Employer contribution / active EE | $0 | $3,262-100.0% | $3,942-100.0% | $3,262-100.0% |
| Participant deferral / active EE | $2,746 | $5,331-48.5% | $8,082-66.0% | $5,331-48.5% |
| Admin fee / account holder | $88 | $109-19.3% | $7,899-98.9% | $109-19.3% |