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 5-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 | $104,019 |
BENEFIT SOLUTIONS, ETC.5+ years Service code 13 · EIN 81-3186048 | Contract Administrator | $40,458 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $26,371 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $845 |
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 | $26,516 | $50,815-47.8% | $155,509-82.9% | $77,643-65.8% |
| Participation rate | 87.2% | 63.1%+24.1pp | 78.2%+9.0pp | 70.6%+16.6pp |
| Annual return | 10.28% | 34.80%-24.5pp | 64.67%-54.4pp | 31.24%-21.0pp |
| Employer contribution / active EE | $1,834 | $1,993-8.0% | $4,672-60.8% | $2,726-32.7% |
| Participant deferral / active EE | $4,010 | $2,822+42.1% | $5,626-28.7% | $4,647-13.7% |
| Admin fee / account holder | $138 | $437-68.5% | $15,912-99.1% | $430-68.0% |