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 | $7,472 |
OSAIC WEALTH INC2 years Filed as: OSAIC FS INC Service code 55 PO BOX 2201 · FORT WAYNE, IN 46801 | Other Commissions | $4,695 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · FORT WAYNE, IN 80111 | Investment Management | $2,276 |
RETIREMENT STRATEGIES, INC.3 years Filed as: RETIREMENT STRATEGIES INC Service code 13 PO BOX 192194 · SAN JUAN, PR 009192194 | Contract Administrator | $1,562 |
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,456 | $159,602-50.2% | $150,045-47.0% | $142,382-44.2% |
| Participation rate | 90.5% | 84.0%+6.5pp | 82.3%+8.2pp | 80.1%+10.4pp |
| Annual return | 6.87% | 70.24%-63.4pp | 62.55%-55.7pp | 217.08%-210.2pp |
| Employer contribution / active EE | $2,140 | $4,961-56.9% | $4,693-54.4% | $4,299-50.2% |
| Participant deferral / active EE | $4,619 | $8,310-44.4% | $7,997-42.2% | $6,507-29.0% |
| Admin fee / account holder | $7,033 | $14,846-52.6% | $13,435-47.6% | $12,624-44.3% |