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 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Recordkeeping Fees | $16,592 |
NFP RETIREMENT INC1 year Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $8,150 |
ACG ADVISORY SERVICES4 years Filed as: ACG ADVISORY SERVICES, INC. Service code 27 · EIN 54-1583006 1640 HUGUENOT ROAD · MIDLOTHIAN, VA 23113 | Advisory (Plan) | $6,906 |
ACTUARIAL BENEFITS CORP4 years Filed as: THE ACTUARIAL CONSULTING GROUP Service code 13 · EIN 54-1437648 1640 HUGUENOT ROAD · MIDLOTHIAN, VA 23113 | Contract Administrator | $6,448 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,965 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,312 | $101,317-59.2% | $146,958-71.9% | $74,495-44.5% |
| Participation rate | 76.9% | 75.5%+1.4pp | 82.2%-5.2pp | 67.2%+9.7pp |
| Annual return | 23.09% | 8730.91%-8707.8pp | 418.34%-395.2pp | 1364.94%-1341.9pp |
| Employer contribution / active EE | $2,475 | $3,810-35.0% | $4,933-49.8% | $2,623-5.6% |
| Participant deferral / active EE | $4,615 | $7,303-36.8% | $8,070-42.8% | $4,346+6.2% |
| Admin fee / account holder | $185 | $1,739-89.4% | $12,998-98.6% | $1,942-90.5% |