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 INS CO OF AM Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $43,878 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 4860 COLLEGE BLVD STE 100 · LEAWOOD, KS 66211 | Advisory (Plan) | $40,153 |
AMERIBEN8+ years Filed as: AMERIBEN IEC GROUP Service code 13 P.O. BOX 7186 · BOISE, ID 83707 | Contract Administrator | $17,274 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,314 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $57,680 | $62,603-7.9% | $104,294-44.7% | $66,914-13.8% |
| Participation rate | 90.3% | 59.6%+30.7pp | 73.3%+17.1pp | 69.8%+20.5pp |
| Annual return | -16.20% | -14.70%-1.5pp | 24.61%-40.8pp | 1.58%-17.8pp |
| Employer contribution / active EE | $2,048 | $1,972+3.9% | $3,372-39.2% | $2,544-19.5% |
| Participant deferral / active EE | $4,990 | $2,853+74.9% | $4,625+7.9% | $4,237+17.8% |
| Admin fee / account holder | $374 | $656-42.9% | $7,339-94.9% | $593-36.9% |