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 VILLAGE, CO 80111 | Recordkeeping Fees | $16,299 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,689 |
TRISTAR PENSION LTD5 years Filed as: TRISTAR PENSION LTD. Service code 13 9150 N MAY AVE · OKLAHOMA CITY, OK 73120 | Contract Administrator | $4,287 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,955 | $59,417-9.2% | $93,606-42.4% | $74,495-27.6% |
| Participation rate | 88.0% | 59.7%+28.3pp | 68.7%+19.2pp | 67.2%+20.8pp |
| Annual return | 13.93% | 81.83%-67.9pp | 133.20%-119.3pp | 1364.94%-1351.0pp |
| Employer contribution / active EE | $1,725 | $1,264+36.5% | $2,420-28.7% | $2,623-34.2% |
| Participant deferral / active EE | $2,018 | $3,050-33.8% | $4,411-54.3% | $4,346-53.6% |
| Admin fee / account holder | $135 | $3,021-95.5% | $8,285-98.4% | $1,942-93.0% |