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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 | $340,044 |
EDWARD JONES9+ years Filed as: EDWARD D JONES & CO L P Service code 27 · EIN 43-0345811 12555 MANCHESTER ROAD · ST LOUIS, MO 63131 | Advisory (Plan) | $94,888 |
PINNACLE PENSION SERVICES9+ years Service code 13 · EIN 82-0433443 3101 W. MAIN ST., STE. 100 · BOISE, ID 83702 | Contract Administrator | $93,229 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,918 | $50,127-18.4% | $149,673-72.7% | $80,160-49.0% |
| Participation rate | 59.9% | 64.3%-4.4pp | 78.8%-18.9pp | 72.9%-13.0pp |
| Annual return | 20.19% | 29.82%-9.6pp | 134.42%-114.2pp | 40.38%-20.2pp |
| Employer contribution / active EE | $1,612 | $1,865-13.5% | $4,818-66.5% | $2,978-45.9% |
| Participant deferral / active EE | $2,612 | $3,194-18.2% | $5,680-54.0% | $5,017-47.9% |
| Admin fee / account holder | $378 | $153+147.7% | $13,210-97.1% | $145+160.9% |