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 |
|---|---|---|
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $53,800 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,299 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 28 4860 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Investment Management | $5,353 |
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 | $39,844 | $88,890-55.2% | $102,423-61.1% | $77,643-48.7% |
| Participation rate | 81.4% | 80.9%+0.4pp | 76.5%+4.9pp | 70.6%+10.8pp |
| Annual return | 9.96% | 24.98%-15.0pp | 29.32%-19.4pp | 31.24%-21.3pp |
| Employer contribution / active EE | $1,691 | $2,698-37.3% | $3,023-44.1% | $2,726-38.0% |
| Participant deferral / active EE | $5,181 | $5,145+0.7% | $5,053+2.5% | $4,647+11.5% |
| Admin fee / account holder | $222 | $235-5.8% | $9,451-97.7% | $430-48.5% |