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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $28,271 |
NFP RETIREMENT INC4 years Filed as: NFP RETIREMENT, INC. Service code 27 · EIN 33-0905143 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $18,501 |
Filed as: ECONOMIC GROUP PENSION SERVICES, IN Service code 13 · EIN 13-3180178 917 WESTERN AMERICA CIRCLE SUITE 50 · MOBILE, AL 36609 | Contract Administrator | $6,900 |
Filed as: ECONOMIC GROUP PENSION SERVIES, INC Service code 13 | Contract Administrator | $3,083 |
Filed as: ECONOMIC GROUP PENSION SERVICES LLC Service code 13 PO BOX 54 · FRANKLIN SQUARE, NY 11010 | Contract Administrator | $550 |
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 | $35,900 | $55,415-35.2% | $155,509-76.9% | $74,495-51.8% |
| Participation rate | 85.9% | 61.9%+24.0pp | 78.2%+7.8pp | 67.2%+18.7pp |
| Annual return | 10.76% | 268.50%-257.7pp | 64.67%-53.9pp | 1364.94%-1354.2pp |
| Employer contribution / active EE | $1,915 | $2,267-15.5% | $4,672-59.0% | $2,623-27.0% |
| Participant deferral / active EE | $2,052 | $2,836-27.6% | $5,626-63.5% | $4,346-52.8% |
| Admin fee / account holder | $193 | $1,738-88.9% | $15,912-98.8% | $1,942-90.0% |