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 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $416,770 |
Service code 27 100 NORTH BROADWAY · ALBERT LEA, MN 56007 | Advisory (Plan) | $44,990 |
QDRO CONSULTANTS COMPANY, LLC9+ years Filed as: QDRO CONSULTANTS CO LLC Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $600 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,541 | $59,339-1.3% | $149,673-60.9% | $103,482-43.4% |
| Participation rate | 54.1% | 70.2%-16.1pp | 78.8%-24.7pp | 73.3%-19.2pp |
| Annual return | 20.09% | 77.78%-57.7pp | 134.42%-114.3pp | 33.11%-13.0pp |
| Employer contribution / active EE | $1,541 | $2,178-29.2% | $4,818-68.0% | $3,208-52.0% |
| Participant deferral / active EE | $3,729 | $3,716+0.4% | $5,680-34.3% | $5,207-28.4% |
| Admin fee / account holder | $77 | $103-25.7% | $13,210-99.4% | $114-32.9% |