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 INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,061 |
BATES & COMPANY, INC.10+ years Service code 13 1201 S ORLANDO AVE STE 202 · WINTER PARK, FL 32789 | Contract Administrator | $6,779 |
CAROL NAGY1 year Filed as: CAROL & BLETZER, PLLC Service code 10 1 LIBRAY LANE · KINGSTON, NH 03848 | Accounting | $4,900 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,129 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $73,631 | $66,098+11.4% | $101,794-27.7% | $74,304-0.9% |
| Participation rate | 41.8% | 53.8%-11.9pp | 69.2%-27.3pp | 60.3%-18.5pp |
| Annual return | 13.94% | 19.59%-5.6pp | 30.53%-16.6pp | 29.43%-15.5pp |
| Employer contribution / active EE | $0 | $1,082-100.0% | $2,289-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $2,622 | $2,781-5.7% | $4,084-35.8% | $3,767-30.4% |
| Admin fee / account holder | $165 | $4,146-96.0% | $8,777-98.1% | $2,969-94.4% |