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 7-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 13 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $142,427 |
Filed as: GALLAGHER BENEFIT SERVICES INC DBA Service code 16 · EIN 36-4291971 1100 SUPERIOR AVE STE 1700 · CLEVELAND, OH 44114 | Consulting | $25,000 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,749 |
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 | $45,438 | $199,593-77.2% | $69,647-34.8% | $199,593-77.2% |
| Participation rate | 41.5% | 72.0%-30.5pp | 66.5%-25.0pp | 72.0%-30.5pp |
| Annual return | 14.03% | 34.25%-20.2pp | 100.48%-86.5pp | 34.25%-20.2pp |
| Employer contribution / active EE | $1,082 | $3,034-64.3% | $1,712-36.8% | $3,034-64.3% |
| Participant deferral / active EE | $2,016 | $5,087-60.4% | $2,886-30.1% | $5,087-60.4% |
| Admin fee / account holder | $97 | $269-64.1% | $4,713-98.0% | $269-64.1% |