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 | $154,933 |
MMA SECURITIES LLC2 years Filed as: ASSURED PARTNERS CAPITAL, INC Service code 27 200 COLONIAL CENTER PKWY · LAKE MARY, FL 32746 | Advisory (Plan) | $54,627 |
PREMIER RETIREMENT PARTNERS6 years Filed as: PREMIER RETIREMENT PARTNERS LLC Service code 13 8040 EXCELSIOR DR STE 401 · MADISON, WI 537172919 | Contract Administrator | $40,757 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,124 |
Service code 27 6504 BRIDGE POINT PKWY STE 450 · AUSTIN, TX 78730 | Advisory (Plan) | $5,417 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,275 | $55,416-72.4% | $75,972-79.9% | $77,643-80.3% |
| Participation rate | 73.1% | 63.6%+9.6pp | 69.1%+4.1pp | 70.6%+2.6pp |
| Annual return | 8.55% | 17.07%-8.5pp | 359.55%-351.0pp | 31.24%-22.7pp |
| Employer contribution / active EE | $2,999 | $1,788+67.8% | $2,685+11.7% | $2,726+10.0% |
| Participant deferral / active EE | $892 | $3,447-74.1% | $4,255-79.0% | $4,647-80.8% |
| Admin fee / account holder | $356 | $414-14.0% | $6,467-94.5% | $430-17.3% |