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 9-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 INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $69,912 |
Filed as: WORLD INVESTMENT ADVISORS Service code 27 24 E COTA ST · SANTA BARBARA, CA 93101 | Advisory (Plan) | $48,341 |
PASI, LLC8+ years Service code 13 10 TALCOTT NOTCH RD · FARMINGTON, CT 06032 | Contract Administrator | $1,235 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,733 | $101,317+12.3% | $146,958-22.6% | $74,495+52.7% |
| Participation rate | 85.4% | 75.5%+9.9pp | 82.2%+3.3pp | 67.2%+18.2pp |
| Annual return | 30.67% | 8730.91%-8700.2pp | 418.34%-387.7pp | 1364.94%-1334.3pp |
| Employer contribution / active EE | $3,112 | $3,810-18.3% | $4,933-36.9% | $2,623+18.6% |
| Participant deferral / active EE | $7,000 | $7,303-4.1% | $8,070-13.3% | $4,346+61.1% |
| Admin fee / account holder | $284 | $1,739-83.7% | $12,998-97.8% | $1,942-85.4% |