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 9-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 84-0467907 | Recordkeeping Fees | $10,698 |
Filed as: GALLAGHER BENEFIT SERVICE Service code 27 1100 SUPERIOR AVE. SUITE 1700 · CLEVELAND, OH 44114 | Advisory (Plan) | $5,000 |
Filed as: EMPOWER ADVISORY Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $135 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,671 | $58,264-88.5% | $86,612-92.3% | $71,457-90.7% |
| Participation rate | 86.8% | 65.0%+21.9pp | 71.7%+15.1pp | 67.9%+18.9pp |
| Annual return | 15.23% | 21.63%-6.4pp | 591.07%-575.8pp | 28.85%-13.6pp |
| Employer contribution / active EE | $415 | $2,574-83.9% | $3,022-86.3% | $2,588-84.0% |
| Participant deferral / active EE | $1,209 | $3,436-64.8% | $4,438-72.8% | $4,289-71.8% |
| Admin fee / account holder | $115 | $1,057-89.2% | $5,614-98.0% | $1,587-92.8% |