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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,121 |
Filed as: GALLAGHER BENEFIT SERVICES INC DBA Service code 27 1100 SUPERIOR AVE STE 1700 · CLEVELAND, OH 44114 | Advisory (Plan) | $10,594 |
ACUFF & ASSOCIATES, INC.1 year Filed as: ACUFF & ASSOCIATES INC Service code 13 320 SEVEN SPRINGS WY STE 115 · BRENTWOOD, TN 37027 | Contract Administrator | $1,803 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $565 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,312 | $61,272-50.5% | $149,673-79.7% | $71,457-57.6% |
| Participation rate | 47.5% | 62.5%-15.0pp | 78.8%-31.2pp | 67.9%-20.4pp |
| Annual return | 14.59% | 35.85%-21.3pp | 134.42%-119.8pp | 28.85%-14.3pp |
| Employer contribution / active EE | $1,712 | $2,378-28.0% | $4,818-64.5% | $2,588-33.8% |
| Participant deferral / active EE | $2,246 | $2,917-23.0% | $5,680-60.4% | $4,289-47.6% |
| Admin fee / account holder | $234 | $1,261-81.5% | $13,210-98.2% | $1,587-85.3% |