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 | $28,136 |
UBS FINANCIAL SERVICES INC2 years Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $26,938 |
Filed as: PENSION ADMINISTRATORS GROUP INC Service code 13 PO BOX 9023794 · SAN JUAN, PR 00902 | Contract Administrator | $8,959 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,168 | $101,317-35.7% | $146,958-55.7% | $74,495-12.5% |
| Participation rate | 29.0% | 75.5%-46.5pp | 82.2%-53.1pp | 67.2%-38.2pp |
| Annual return | 11.68% | 8730.91%-8719.2pp | 418.34%-406.7pp | 1364.94%-1353.3pp |
| Employer contribution / active EE | $922 | $3,810-75.8% | $4,933-81.3% | $2,623-64.9% |
| Participant deferral / active EE | $4,560 | $7,303-37.6% | $8,070-43.5% | $4,346+4.9% |
| Admin fee / account holder | $452 | $1,739-74.0% | $12,998-96.5% | $1,942-76.7% |