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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $164,619 |
Filed as: BENEFIT PLANS, INC. Service code 13 · EIN 47-0617162 16924 FRANCES ST STE 100 · OMAHA, NE 68130 | Contract Administrator | $25,373 |
MMLIS4 years Service code 55 1295 STATE STREET · SPRINGFIELD, MA 01111 | Other Commissions | $10,315 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,555 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $40,172 | $104,919-61.7% | $116,228-65.4% | $85,563-53.1% |
| Participation rate | 91.9% | 78.6%+13.3pp | 74.6%+17.3pp | 66.0%+25.9pp |
| Annual return | 16.15% | 15.38%+0.8pp | 90.06%-73.9pp | 31.51%-15.4pp |
| Employer contribution / active EE | $1,372 | $3,485-60.6% | $2,994-54.2% | $2,654-48.3% |
| Participant deferral / active EE | $3,691 | $5,306-30.4% | $4,953-25.5% | $4,375-15.6% |
| Admin fee / account holder | $186 | $429-56.5% | $11,989-98.4% | $834-77.6% |