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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: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $208,506 |
EDWARD JONES11+ years Filed as: EDWARD D JONES & CO L P Service code 27 · EIN 43-0345811 12555 MANCHESTER ROAD · ST LOUIS, MO 63131 | Advisory (Plan) | $117,740 |
PINNACLE PENSION SERVICES11+ years Service code 13 · EIN 82-0433443 3101 W. MAIN ST., STE. 100 · BOISE, ID 83702 | Contract Administrator | $31,863 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,365 | $57,610-7.4% | $154,803-65.5% | $102,872-48.1% |
| Participation rate | 60.5% | 59.5%+1.1pp | 78.1%-17.5pp | 73.0%-12.5pp |
| Annual return | 19.27% | 30.49%-11.2pp | 58.88%-39.6pp | 19.06%+0.2pp |
| Employer contribution / active EE | $1,877 | $1,883-0.3% | $4,305-56.4% | $3,526-46.8% |
| Participant deferral / active EE | $2,992 | $2,914+2.7% | $5,540-46.0% | $5,535-45.9% |
| Admin fee / account holder | $248 | $368-32.7% | $14,329-98.3% | $292-15.2% |