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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $107,692 |
Filed as: GALLAGHER BENEFIT SERVICES INC DBA Service code 27 1100 SUPERIOR AVE STE 1700 · CLEVELAND, OH 44114 | Advisory (Plan) | $21,600 |
Filed as: VPAG LLC DBA VISIONPOINT ADVISORY Service code 27 8111 PRESTON ROAD, STE. 500 · DALLAS, TX 75225 | Advisory (Plan) | $15,574 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SWST PRKWY BLDG 2 · AUSTIN, TX 78735 | Advisory (Plan) | $1,650 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $189,099 | $56,423+235.1% | $77,163+145.1% | $71,457+164.6% |
| Participation rate | 74.4% | 64.3%+10.1pp | 69.6%+4.8pp | 67.9%+6.5pp |
| Annual return | 10.96% | 19.05%-8.1pp | 37.87%-26.9pp | 28.85%-17.9pp |
| Employer contribution / active EE | $4,124 | $1,866+121.0% | $2,535+62.7% | $2,588+59.4% |
| Participant deferral / active EE | $7,314 | $3,142+132.8% | $3,833+90.8% | $4,289+70.5% |
| Admin fee / account holder | $744 | $1,429-47.9% | $5,472-86.4% | $1,587-53.1% |