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 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $312,637 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $57,741 |
NFP RETIREMENT INC1 year Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $41,250 |
PFK O'CONNOR DAVIES, LLP3 years Service code 10 500 MAMARONECK AVE STE 301 · HARRISON, NY 10528 | Accounting | $16,700 |
Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $300 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,992 | $122,186-56.6% | $146,958-63.9% | $199,593-73.5% |
| Participation rate | 95.5% | 78.3%+17.2pp | 82.2%+13.4pp | 72.0%+23.5pp |
| Annual return | 15.94% | 30.56%-14.6pp | 418.34%-402.4pp | 34.25%-18.3pp |
| Employer contribution / active EE | $2,318 | $4,093-43.4% | $4,933-53.0% | $3,034-23.6% |
| Participant deferral / active EE | $5,933 | $8,502-30.2% | $8,070-26.5% | $5,087+16.6% |
| Admin fee / account holder | $125 | $179-30.0% | $12,998-99.0% | $269-53.5% |