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 4-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 |
|---|---|---|
Service code 13 PO BOX 735399 · DALLAS, TX 753735399 | Contract Administrator | $36,730 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $29,170 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 28 4860 COLLEGE BLVD, STE 100 · OVERLAND PARK, KS 66211 | Investment Management | $2,419 |
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 | $63,074 | $44,960+40.3% | $84,966-25.8% | $74,495-15.3% |
| Participation rate | 74.4% | 49.4%+25.0pp | 67.5%+6.9pp | 67.2%+7.2pp |
| Annual return | 16.47% | 26.24%-9.8pp | 66.38%-49.9pp | 1364.94%-1348.5pp |
| Employer contribution / active EE | $3,051 | $1,457+109.4% | $2,727+11.9% | $2,623+16.3% |
| Participant deferral / active EE | $6,075 | $2,731+122.5% | $4,519+34.4% | $4,346+39.8% |
| Admin fee / account holder | $319 | $2,209-85.6% | $6,149-94.8% | $1,942-83.6% |