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 |
|---|---|---|
DEFINITI LLC6 years Service code 13 535 KEISLER DT · CARY, NC 27518 | Contract Administrator | $40,683 |
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $33,742 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $29,798 |
Employer contribution per participant 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 | $28,076 | $56,767-50.5% | $101,794-72.4% | $85,563-67.2% |
| Participation rate | 90.9% | 57.6%+33.3pp | 69.2%+21.7pp | 66.0%+24.9pp |
| Annual return | 17.53% | 17.76%-0.2pp | 30.53%-13.0pp | 31.51%-14.0pp |
| Employer contribution / active EE | $106 | $1,112-90.4% | $2,289-95.4% | $2,654-96.0% |
| Participant deferral / active EE | $3,992 | $2,720+46.8% | $4,084-2.3% | $4,375-8.8% |
| Admin fee / account holder | $190 | $1,098-82.7% | $8,777-97.8% | $834-77.2% |