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 |
|---|---|---|
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $32,235 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,250 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 28 4860 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Investment Management | $8,003 |
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 | $102,518 | $87,870+16.7% | $113,168-9.4% | $74,304+38.0% |
| Participation rate | 80.6% | 70.7%+9.9pp | 76.6%+4.1pp | 60.3%+20.3pp |
| Annual return | 15.09% | 26.44%-11.3pp | 24.27%-9.2pp | 29.43%-14.3pp |
| Employer contribution / active EE | $5,026 | $2,277+120.7% | $2,975+68.9% | $2,241+124.2% |
| Participant deferral / active EE | $7,959 | $4,241+87.7% | $5,107+55.9% | $3,767+111.3% |
| Admin fee / account holder | $496 | $3,368-85.3% | $12,068-95.9% | $2,969-83.3% |