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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,412 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $16,028 |
ASCENSUS LLC5 years Filed as: DWC ERISA CONSULTANTS LLC Service code 13 · EIN 26-2091417 PO BOX 241267 · ST. PAUL, MN 55124 | Contract Administrator | $5,498 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 28 · EIN 43-1451524 4860 COLLEGE BLVD STE 100 · LEAWOOD, KS 66211 | Investment Management | $1,444 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $21,685 | $54,517-60.2% | $75,972-71.5% | $74,495-70.9% |
| Participation rate | 87.8% | 60.3%+27.5pp | 69.1%+18.7pp | 67.2%+20.6pp |
| Annual return | 9.42% | 31.82%-22.4pp | 359.55%-350.1pp | 1364.94%-1355.5pp |
| Employer contribution / active EE | $994 | $1,777-44.1% | $2,685-63.0% | $2,623-62.1% |
| Participant deferral / active EE | $3,048 | $3,066-0.6% | $4,255-28.4% | $4,346-29.9% |
| Admin fee / account holder | $248 | $2,229-88.9% | $6,467-96.2% | $1,942-87.3% |