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 7-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 INSURANCE COMPANY Service code 64 8515 EST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,479 |
SIGMA FINANCIAL CORPORATION2 years Filed as: SIGMA PLANNING CORPORATION Service code 27 300 PARKLAND PLAZA · ANN ARBOR, MI 48103 | Advisory (Plan) | $19,672 |
THE RETIREMENT ADVANTAGE INC2 years Filed as: THE RETIREMENT ADVANTAGE INC. Service code 13 101 E GRAND AVENUE STE 16 · PORT WASHINGTON, WI 53074 | Contract Administrator | $17,169 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,223 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,493 | $65,061-53.1% | $143,757-78.8% | $66,914-54.4% |
| Participation rate | 94.1% | 65.2%+29.0pp | 80.3%+13.8pp | 69.8%+24.3pp |
| Annual return | -20.01% | -11.14%-8.9pp | -0.04%-20.0pp | 1.58%-21.6pp |
| Employer contribution / active EE | $2,261 | $2,361-4.2% | $4,951-54.3% | $2,544-11.1% |
| Participant deferral / active EE | $3,779 | $2,919+29.5% | $5,637-33.0% | $4,237-10.8% |
| Admin fee / account holder | $261 | $502-48.0% | $14,673-98.2% | $593-56.0% |