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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 | $340,911 |
EDWARD JONES10+ years Filed as: EDWARD D JONES & CO L P Service code 27 · EIN 43-0345811 12555 MANCHESTER ROAD · ST LOUIS, MO 63131 | Advisory (Plan) | $126,107 |
PINNACLE PENSION SERVICES10+ years Service code 13 · EIN 82-0433443 3101 W. MAIN ST., STE. 100 · BOISE, ID 83702 | Contract Administrator | $115,548 |
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 | $44,263 | $53,136-16.7% | $155,509-71.5% | $199,593-77.8% |
| Participation rate | 61.3% | 64.1%-2.8pp | 78.2%-16.9pp | 72.0%-10.7pp |
| Annual return | 16.00% | 41.15%-25.1pp | 64.67%-48.7pp | 34.25%-18.3pp |
| Employer contribution / active EE | $1,768 | $1,851-4.5% | $4,672-62.2% | $3,034-41.7% |
| Participant deferral / active EE | $2,735 | $3,161-13.5% | $5,626-51.4% | $5,087-46.2% |
| Admin fee / account holder | $365 | $185+96.8% | $15,912-97.7% | $269+35.7% |