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 | $45,194 |
Filed as: PRIME CAPITAL INVESTMENT ADVISORS L Service code 27 6201 COLLEGE BLVD 7TH FL · OVERLAND PARK, KS 66211 | Advisory (Plan) | $39,614 |
Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $400 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,681 | $72,482+66.5% | $129,110-6.5% | $64,808+86.2% |
| Participation rate | 98.2% | 79.2%+19.0pp | 77.3%+21.0pp | 71.5%+26.8pp |
| Annual return | -20.15% | -9.08%-11.1pp | -10.94%-9.2pp | 32.82%-53.0pp |
| Employer contribution / active EE | $11,502 | $4,247+170.8% | $5,052+127.7% | $2,506+359.0% |
| Participant deferral / active EE | $12,621 | $5,679+122.2% | $6,542+92.9% | $4,310+192.8% |
| Admin fee / account holder | $237 | $144+64.0% | $14,302-98.3% | $188+26.0% |