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 | $59,821 |
NFP RETIREMENT INC3 years Service code 27 120 VANTIS · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $27,694 |
Service code 13 · EIN 13-3180178 917 WESTERN AMERICA CIRCLE · MOBILE, AL 36609 | Contract Administrator | $12,399 |
JAMES A. REICHERT1 year Filed as: JAMES MILLER CPA PC Service code 10 4800 LAKEWOOD DR · WACO, TX 76710 | Accounting | $9,450 |
FLEXPATH STRATEGIES, LLC3 years Filed as: FLEXPATH STRATEGIES LLC Service code 99 120 VANTIS · ALISO VIEJO, CA 92656 | Other Fees | $5,974 |
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 | $34,526 | $92,971-62.9% | $96,683-64.3% | $74,419-53.6% |
| Participation rate | 11.8% | 71.5%-59.7pp | 74.3%-62.5pp | 70.7%-58.9pp |
| Annual return | 17.33% | 37.49%-20.2pp | 35.69%-18.4pp | 34.38%-17.0pp |
| Employer contribution / active EE | $1,477 | $3,426-56.9% | $3,737-60.5% | $2,637-44.0% |
| Participant deferral / active EE | $3,995 | $3,970+0.6% | $4,878-18.1% | $4,528-11.8% |
| Admin fee / account holder | $282 | $633-55.5% | $6,730-95.8% | $348-19.1% |