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 | $15,443 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $8,045 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 28 4860 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Investment Management | $2,445 |
Employer contribution per participant 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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,162 | $55,415-79.9% | $155,509-92.8% | $74,495-85.0% |
| Participation rate | 84.5% | 61.9%+22.6pp | 78.2%+6.3pp | 67.2%+17.3pp |
| Annual return | 15.23% | 268.50%-253.3pp | 64.67%-49.4pp | 1364.94%-1349.7pp |
| Employer contribution / active EE | $247 | $2,267-89.1% | $4,672-94.7% | $2,623-90.6% |
| Participant deferral / active EE | $2,263 | $2,836-20.2% | $5,626-59.8% | $4,346-47.9% |
| Admin fee / account holder | $136 | $1,738-92.2% | $15,912-99.1% | $1,942-93.0% |