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 | $27,736 |
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $25,963 |
NOVA 401(K) ASSOCIATES3 years Service code 13 10777 NORTHWEST FREEWAY · HOUSTON, TX 77092 | Contract Administrator | $8,275 |
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 | $53,496 | $86,944-38.5% | $107,525-50.2% | $74,304-28.0% |
| Participation rate | 93.7% | 59.6%+34.1pp | 75.1%+18.6pp | 60.3%+33.3pp |
| Annual return | 9.88% | 23.52%-13.6pp | 181.32%-171.4pp | 29.43%-19.5pp |
| Employer contribution / active EE | $1,498 | $2,757-45.7% | $3,754-60.1% | $2,241-33.2% |
| Participant deferral / active EE | $4,606 | $3,554+29.6% | $5,116-10.0% | $3,767+22.3% |
| Admin fee / account holder | $329 | $3,727-91.2% | $8,919-96.3% | $2,969-88.9% |