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 INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $78,674 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $38,748 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 28 4860 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Investment Management | $3,615 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,384 | $66,457+114.2% | $81,382+75.0% | $77,643+83.4% |
| Participation rate | 98.3% | 68.7%+29.6pp | 69.5%+28.8pp | 70.6%+27.7pp |
| Annual return | 12.70% | 15.93%-3.2pp | 24.73%-12.0pp | 31.24%-18.5pp |
| Employer contribution / active EE | $1,737 | $2,159-19.5% | $2,463-29.5% | $2,726-36.3% |
| Participant deferral / active EE | $2,734 | $3,679-25.7% | $3,883-29.6% | $4,647-41.2% |
| Admin fee / account holder | $365 | $583-37.4% | $5,768-93.7% | $430-15.2% |