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 | $32,655 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 4860 COLLEGE BLVD STE 100 · LEAWOOD, KS 66211 | Advisory (Plan) | $22,990 |
Service code 13 PO BOX 13928 · SAN JUAN, PR 00908 | Contract Administrator | $3,596 |
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 | $20,080 | $55,415-63.8% | $155,509-87.1% | $74,495-73.0% |
| Participation rate | 98.1% | 61.9%+36.1pp | 78.2%+19.9pp | 67.2%+30.9pp |
| Annual return | 9.00% | 268.50%-259.5pp | 64.67%-55.7pp | 1364.94%-1355.9pp |
| Employer contribution / active EE | $2,236 | $2,267-1.4% | $4,672-52.1% | $2,623-14.8% |
| Participant deferral / active EE | $2,248 | $2,836-20.7% | $5,626-60.0% | $4,346-48.3% |
| Admin fee / account holder | $270 | $1,738-84.4% | $15,912-98.3% | $1,942-86.1% |