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 8-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 LIFE & ANNUITY INSURANCE Service code 64 · EIN 84-1233483 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $27,446 |
PENTEGRA SERVICES, INC.1 year Filed as: PENTEGRA SERVICES INC Service code 13 · EIN 13-3745616 701 WESTCHESTER AVE STE 320E · WHITE PLAINS, NY 10604 | Contract Administrator | $6,187 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,959 | $131,799+24.4% | $200,582-18.3% | $85,563+91.6% |
| Participation rate | 71.9% | 87.9%-16.0pp | 86.9%-15.0pp | 66.0%+5.9pp |
| Annual return | 18.66% | 21.59%-2.9pp | 42.33%-23.7pp | 31.51%-12.9pp |
| Employer contribution / active EE | $3,923 | $4,532-13.4% | $6,419-38.9% | $2,654+47.8% |
| Participant deferral / active EE | $3,059 | $7,702-60.3% | $9,331-67.2% | $4,375-30.1% |
| Admin fee / account holder | $98 | $235-58.3% | $16,305-99.4% | $834-88.2% |