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 | $67,894 |
Filed as: RAYMOND JAMES & ASSOCIATES Service code 27 | Advisory (Plan) | $57,132 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $19,396 |
TRISTAR PENSION LTD2 years Filed as: TRISTAR PENSION CONSULTING Service code 13 · EIN 73-1553813 9150 NORTH MAY AVENUE · OKLAHOMA CITY, OK 73120 | Contract Administrator | $1,100 |
NOVA 401(K) ASSOCIATES9 years Service code 13 10777 NORTHWEST FREEWAY STE 440 · HOUSTON TX, TX 77092 | Contract Administrator | $0 |
TRISTAR PENSION LTD2 years Filed as: TRISTAR PENSION, LTD Service code 13 | Contract Administrator | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,288 | $119,446-47.0% | $150,045-57.8% | $85,563-26.0% |
| Participation rate | 97.1% | 75.4%+21.7pp | 82.3%+14.8pp | 66.0%+31.1pp |
| Annual return | 18.85% | 23.72%-4.9pp | 62.55%-43.7pp | 31.51%-12.7pp |
| Employer contribution / active EE | $2,075 | $4,078-49.1% | $4,693-55.8% | $2,654-21.8% |
| Participant deferral / active EE | $5,841 | $7,985-26.9% | $7,997-27.0% | $4,375+33.5% |
| Admin fee / account holder | $348 | $548-36.5% | $13,435-97.4% | $834-58.3% |