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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.
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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: PROFESSIONAL BENEFIT SERVICES INC Service code 13 1193 ROYVONNE AVE SE STE 22 · SALEM, OR 97302 | Contract Administrator | $7,071 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,869 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,136 |
ECHELON GROUP1 year Service code 27 2600 ROSE HILL STREET · BOISE, ID 83705 | Advisory (Plan) | $4,084 |
ARBOR POINT ADVISORS LLC3 years Filed as: ARBOR POINT ADVISORS Service code 27 12325 PORT GRACE BLVD · LA VISTA, NE 68128 | Advisory (Plan) | $3,347 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $12,299 | $49,915-75.4% | $154,803-92.1% | $74,304-83.4% |
| Participation rate | 46.3% | 54.0%-7.7pp | 78.1%-31.8pp | 60.3%-14.1pp |
| Annual return | 10.13% | 34.06%-23.9pp | 58.88%-48.7pp | 29.43%-19.3pp |
| Employer contribution / active EE | $226 | $1,611-86.0% | $4,305-94.8% | $2,241-89.9% |
| Participant deferral / active EE | $207 | $2,255-90.8% | $5,540-96.3% | $3,767-94.5% |
| Admin fee / account holder | $178 | $2,189-91.9% | $14,329-98.8% | $2,969-94.0% |