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 CO OF AME Service code 64 · EIN 23-1945930 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,507 |
CARLSON QUINN1 year Filed as: CARLSON QUINN AND ASSOCIATES Service code 13 2000 POWELL STREET, STE 1600 · EMERYVILLE, CA 94608 | Contract Administrator | $5,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $196,501 | $82,917+137.0% | $103,333+90.2% | $77,643+153.1% |
| Participation rate | 100.0% | 71.6%+28.4pp | 74.5%+25.5pp | 70.6%+29.4pp |
| Annual return | 13.47% | 19.13%-5.7pp | 24.88%-11.4pp | 31.24%-17.8pp |
| Employer contribution / active EE | $3,780 | $3,552+6.4% | $3,868-2.3% | $2,726+38.7% |
| Participant deferral / active EE | $10,102 | $4,108+145.9% | $5,057+99.7% | $4,647+117.4% |
| Admin fee / account holder | $21 | $638-96.7% | $8,355-99.7% | $430-95.1% |