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 4-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 | $24,119 |
PENSION ASSURANCE LLP4+ years Filed as: PENSION PLANNING CONSULTANTS, INC. Service code 13 · EIN 85-0402842 6201 UPTOWN BLVD.NE SUITE 100 · ALBUQUERQUE, NM 87110 | Contract Administrator | $14,925 |
Filed as: SCF INVESTMENT ADVISORS INC Service code 27 155 E SHAW AVE · FRESNO, CA 93710 | Advisory (Plan) | $4,791 |
Filed as: EMPOWER ADVISORY GROUP,LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,056 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,673 | $84,556-87.4% | $116,228-90.8% | $74,304-85.6% |
| Participation rate | 82.1% | 66.0%+16.1pp | 74.6%+7.5pp | 60.3%+21.7pp |
| Annual return | 16.82% | 18.35%-1.5pp | 90.06%-73.2pp | 29.43%-12.6pp |
| Employer contribution / active EE | $873 | $2,168-59.7% | $2,994-70.9% | $2,241-61.1% |
| Participant deferral / active EE | $3,265 | $3,814-14.4% | $4,953-34.1% | $3,767-13.3% |
| Admin fee / account holder | $156 | $3,792-95.9% | $11,989-98.7% | $2,969-94.7% |