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 |
|---|---|---|
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $111,829 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,491 |
A & A EMPLOYEE BENEFITS CONSULTING10+ years Service code 13 PO BOX 13928 · SAN JUAN, PR 00908 | Contract Administrator | $10,000 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,187 | $138,347-8.8% | $184,203-31.5% | $80,856+56.1% |
| Participation rate | 88.9% | 83.9%+5.0pp | 86.8%+2.1pp | 67.6%+21.3pp |
| Annual return | 10.53% | 20.02%-9.5pp | 28.81%-18.3pp | 35.59%-25.1pp |
| Employer contribution / active EE | $3,759 | $4,850-22.5% | $6,427-41.5% | $2,755+36.4% |
| Participant deferral / active EE | $6,599 | $7,071-6.7% | $9,131-27.7% | $4,296+53.6% |
| Admin fee / account holder | $1,007 | $10,483-90.4% | $13,901-92.8% | $6,918-85.4% |