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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.
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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 |
|---|---|---|
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $52,630 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,358 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 28 4860 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Investment Management | $18,493 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,285 | $88,634+8.6% | $101,326-5.0% | $74,304+29.6% |
| Participation rate | 90.6% | 76.9%+13.7pp | 81.5%+9.1pp | 60.3%+30.2pp |
| Annual return | 14.39% | 33.10%-18.7pp | 36.82%-22.4pp | 29.43%-15.0pp |
| Employer contribution / active EE | $3,937 | $2,930+34.4% | $3,665+7.4% | $2,241+75.7% |
| Participant deferral / active EE | $8,494 | $7,322+16.0% | $7,994+6.3% | $3,767+125.5% |
| Admin fee / account holder | $477 | $2,425-80.3% | $11,185-95.7% | $2,969-83.9% |