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 | $59,211 |
NFP RETIREMENT INC2 years Service code 27 120 VANTIS · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $33,100 |
WITHUMSMITH+BROWN, PC1 year Filed as: ERICKSON DEMEL & ASSOCIATES Service code 99 7800 N MOPAC · AUSTIN, TX 78759 | Other Fees | $12,000 |
Service code 13 · EIN 13-3180178 917 WESTERN AMERICA CIRCLE · MOBILE, AL 36609 | Contract Administrator | $10,643 |
FLEXPATH STRATEGIES, LLC2 years Filed as: FLEXPATH STRATEGIES LLC Service code 99 120 VANTIS · ALISO VIEJO, CA 92656 | Other Fees | $6,157 |
MALCOLM THOMPSON & ASSOCIATES2 years Filed as: MALCOLM THOMPSON & ASSOCIATES INC Service code 13 · EIN 26-4203770 20445 STATE HWY 249 · HOUSTON, TX 77070 | Contract Administrator | $1,517 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $23,799 | $106,236-77.6% | $112,228-78.8% | $64,808-63.3% |
| Participation rate | 67.8% | 71.7%-3.9pp | 75.1%-7.2pp | 71.5%-3.6pp |
| Annual return | -14.28% | -6.02%-8.3pp | 27.45%-41.7pp | 32.82%-47.1pp |
| Employer contribution / active EE | $1,578 | $3,166-50.2% | $3,635-56.6% | $2,506-37.0% |
| Participant deferral / active EE | $3,532 | $3,785-6.7% | $4,728-25.3% | $4,310-18.1% |
| Admin fee / account holder | $238 | $452-47.3% | $6,410-96.3% | $188+26.9% |