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 CO. OF AM Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $84,823 |
Filed as: GALLAGHER BENEFIT SERVICES Service code 27 1100 SUPERIOR AVE STE 1700 · CLEVELAND, OH 44114 | Advisory (Plan) | $33,109 |
LOREN D. STARK COMPANY5 years Filed as: LOREN D STARK COMPANY Service code 13 · EIN 74-1537058 10750 ROCKLEY ROAD · HOUSTON, TX 77099 | Contract Administrator | $15,357 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,146 |
ABIP, P.C.1 year Filed as: ABIP PC Service code 10 1717 SAINT JAMES PL STE 500 · HOUSTON, TX 77056 | Accounting | $8,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,233 | $87,870+6.1% | $113,168-17.6% | $74,304+25.5% |
| Participation rate | 81.3% | 70.7%+10.5pp | 76.6%+4.7pp | 60.3%+20.9pp |
| Annual return | 9.91% | 26.44%-16.5pp | 24.27%-14.4pp | 29.43%-19.5pp |
| Employer contribution / active EE | $3,029 | $2,277+33.0% | $2,975+1.8% | $2,241+35.1% |
| Participant deferral / active EE | $5,934 | $4,241+39.9% | $5,107+16.2% | $3,767+57.5% |
| Admin fee / account holder | $381 | $3,368-88.7% | $12,068-96.8% | $2,969-87.2% |