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 9-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 INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $37,308 |
Service code 55 880 CARLON PARKWAY · ST PETERSBURG, FL 33716 | Other Commissions | $19,437 |
Filed as: PENTEC PENSION MGMT GROUP INC Service code 13 · EIN 75-2776689 | Contract Administrator | $7,058 |
Filed as: EMPOWER ADVISORY GROUP INC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,237 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $97,979 | $49,451+98.1% | $79,550+23.2% | $66,914+46.4% |
| Participation rate | 47.3% | 61.3%-14.1pp | 69.5%-22.2pp | 69.8%-22.5pp |
| Annual return | -19.07% | 84.25%-103.3pp | 0.16%-19.2pp | 1.58%-20.7pp |
| Employer contribution / active EE | $1,861 | $1,266+47.0% | $2,413-22.9% | $2,544-26.9% |
| Participant deferral / active EE | $2,031 | $3,159-35.7% | $3,985-49.0% | $4,237-52.1% |
| Admin fee / account holder | $598 | $595+0.5% | $6,832-91.3% | $593+0.7% |