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 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREEN VILLAGE, CO 80111 | Recordkeeping Fees | $14,801 |
REGIONS BANK1 year Filed as: REGIONS BANK DBA REGIONS TRUST Service code 27 · EIN 63-0371391 250 RIVERCHASE PARKWAY E · HOOVER, AL 35244 | Advisory (Plan) | $13,090 |
Filed as: ADMIN PARTNERS LLC 26-3310639 Service code 13 | Contract Administrator | $818 |
EQUITABLE ADVISORS LLC3 years Filed as: EQUITABLE INSURANCE COMPANY Service code 25 · EIN 13-5570651 PO BOX 4956 · SYRACUSE, NY 13221 | Directed Trustee | $24 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,128 | $77,899-36.9% | $149,673-67.2% | $75,163-34.6% |
| Participation rate | 90.0% | 65.6%+24.4pp | 78.8%+11.2pp | 67.2%+22.8pp |
| Annual return | 12.15% | 31.72%-19.6pp | 134.42%-122.3pp | 160.62%-148.5pp |
| Employer contribution / active EE | $2,185 | $3,137-30.4% | $4,818-54.7% | $2,670-18.2% |
| Participant deferral / active EE | $2,743 | $3,411-19.6% | $5,680-51.7% | $4,125-33.5% |
| Admin fee / account holder | $122 | $5,956-98.0% | $13,210-99.1% | $5,651-97.8% |