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 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $48,499 |
AMERICAN REALTY ADVISORS6 years Filed as: FIRST AMERICAN BANK Service code 13 · EIN 36-1078850 700 BUSSE ROAD · ELK GROVE VILLAGE, IL 60007 | Contract Administrator | $40,503 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 27 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Advisory (Plan) | $7,869 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $5,956 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,525 | $88,890-85.9% | $102,423-87.8% | $77,643-83.9% |
| Participation rate | 96.8% | 80.9%+15.9pp | 76.5%+20.3pp | 70.6%+26.2pp |
| Annual return | 17.16% | 24.98%-7.8pp | 29.32%-12.2pp | 31.24%-14.1pp |
| Employer contribution / active EE | $1,358 | $2,698-49.7% | $3,023-55.1% | $2,726-50.2% |
| Participant deferral / active EE | $2,449 | $5,145-52.4% | $5,053-51.5% | $4,647-47.3% |
| Admin fee / account holder | $96 | $235-59.4% | $9,451-99.0% | $430-77.8% |