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 7-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 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,410 |
M HOLDINGS SECURITIES INC2 years Filed as: SI HOLDINGS DBA STEPHENS INC Service code 27 111 CENTER ST · LITTLE ROCK, AZ 72201 | Advisory (Plan) | $8,368 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $28,435 | $58,264-51.2% | $86,612-67.2% | $71,457-60.2% |
| Participation rate | 60.3% | 65.0%-4.6pp | 71.7%-11.4pp | 67.9%-7.6pp |
| Annual return | 19.88% | 21.63%-1.7pp | 591.07%-571.2pp | 28.85%-9.0pp |
| Employer contribution / active EE | $1,728 | $2,574-32.9% | $3,022-42.8% | $2,588-33.2% |
| Participant deferral / active EE | $3,086 | $3,436-10.2% | $4,438-30.4% | $4,289-28.0% |
| Admin fee / account holder | $228 | $1,057-78.5% | $5,614-95.9% | $1,587-85.7% |