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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,026 |
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $6,516 |
PAYROLL INTEGRATIONS INC1 year Service code 13 270 N EL CAMINO REAL STE F321 · ENCINITAS, CA 92024 | Contract Administrator | $1,375 |
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 | $36,879 | $56,423-34.6% | $77,163-52.2% | $71,457-48.4% |
| Participation rate | 48.5% | 64.3%-15.8pp | 69.6%-21.1pp | 67.9%-19.4pp |
| Annual return | 24.20% | 19.05%+5.2pp | 37.87%-13.7pp | 28.85%-4.6pp |
| Employer contribution / active EE | $1,562 | $1,866-16.3% | $2,535-38.4% | $2,588-39.7% |
| Participant deferral / active EE | $2,840 | $3,142-9.6% | $3,833-25.9% | $4,289-33.8% |
| Admin fee / account holder | $117 | $1,429-91.8% | $5,472-97.9% | $1,587-92.6% |