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 O Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $124,752 |
Filed as: SILICON VALLEY ACCOUNTANCY Service code 10 · EIN 77-0573994 | Accounting | $18,900 |
REDWOOD PENSIONS, LLC8 years Service code 13 · EIN 27-2431450 | Contract Administrator | $14,068 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $212,694 | $91,407+132.7% | $135,903+56.5% | $71,457+197.7% |
| Participation rate | 92.4% | 75.7%+16.7pp | 81.9%+10.5pp | 67.9%+24.5pp |
| Annual return | 19.37% | 29.90%-10.5pp | 68.23%-48.9pp | 28.85%-9.5pp |
| Employer contribution / active EE | $7,908 | $3,703+113.5% | $4,856+62.8% | $2,588+205.6% |
| Participant deferral / active EE | $12,418 | $7,092+75.1% | $7,758+60.1% | $4,289+189.5% |
| Admin fee / account holder | $1,197 | $1,266-5.4% | $10,762-88.9% | $1,587-24.6% |