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 | $17,746 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,702 |
TRISTAR PENSION LTD6 years Filed as: TRISTAR PENSION LTD. Service code 13 9150 N MAY AVE · OKLAHOMA CITY, OK 73120 | Contract Administrator | $5,216 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,698 | $66,098-0.6% | $101,794-35.5% | $74,304-11.6% |
| Participation rate | 88.0% | 53.8%+34.2pp | 69.2%+18.8pp | 60.3%+27.7pp |
| Annual return | 15.69% | 19.59%-3.9pp | 30.53%-14.8pp | 29.43%-13.7pp |
| Employer contribution / active EE | $1,961 | $1,082+81.3% | $2,289-14.3% | $2,241-12.5% |
| Participant deferral / active EE | $2,293 | $2,781-17.5% | $4,084-43.8% | $3,767-39.1% |
| Admin fee / account holder | $204 | $4,146-95.1% | $8,777-97.7% | $2,969-93.1% |