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 9-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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,216 |
Service code 27 4340 REDWOOD HWY SUITE 860 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $8,159 |
ACUFF & ASSOCIATES, INC.1 year Filed as: ACUFF & ASSOCIATES INC Service code 13 320 SEVEN SPRINGS WY STE 115 · BRENTWOOD, TN 37027 | Contract Administrator | $6,672 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $385 |
Filed as: ARES RETIREMENT PLAN SERVICES LLC Service code 13 9382 GROVE VIEW COVE · GERMANTOWN, TN 38139 | Contract Administrator | $300 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,693 | $59,159-88.7% | $159,960-95.8% | $66,914-90.0% |
| Participation rate | 96.2% | 68.1%+28.1pp | 78.0%+18.3pp | 69.8%+26.4pp |
| Annual return | -17.24% | -12.26%-5.0pp | 408.60%-425.8pp | 1.58%-18.8pp |
| Employer contribution / active EE | $1,027 | $1,983-48.2% | $4,226-75.7% | $2,544-59.6% |
| Participant deferral / active EE | $1,217 | $4,395-72.3% | $6,182-80.3% | $4,237-71.3% |
| Admin fee / account holder | $140 | $591-76.4% | $8,698-98.4% | $593-76.5% |