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 6-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 | $13,505 |
Service code 27 1525 INTERNATIONAL PKWY · LAKE MARY, FL 32746 | Advisory (Plan) | $7,002 |
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $5,003 |
PAYROLL INTEGRATIONS INC2 years Service code 13 270 N EL CAMINO REAL STE F321 · ENCINITAS, CA 92024 | Contract Administrator | $1,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,206 | $62,127-32.1% | $81,382-48.1% | $74,495-43.3% |
| Participation rate | 51.1% | 64.0%-12.9pp | 69.5%-18.4pp | 67.2%-16.1pp |
| Annual return | 13.91% | 16.48%-2.6pp | 24.73%-10.8pp | 1364.94%-1351.0pp |
| Employer contribution / active EE | $1,752 | $1,882-6.9% | $2,463-28.9% | $2,623-33.2% |
| Participant deferral / active EE | $3,329 | $3,229+3.1% | $3,883-14.3% | $4,346-23.4% |
| Admin fee / account holder | $197 | $1,934-89.8% | $5,768-96.6% | $1,942-89.8% |