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 INSURANCE COMPANY Service code 13 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $166,317 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $108,594 |
Filed as: KEYSTONE FINANCIAL PLANNING, INC. Service code 27 7261 ENGLE ROAD 308 · CLEVELAND, OH 44130 | Advisory (Plan) | $25,340 |
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 | $74,560 | $53,136+40.3% | $155,509-52.1% | $199,593-62.6% |
| Participation rate | 92.2% | 64.1%+28.1pp | 78.2%+14.0pp | 72.0%+20.2pp |
| Annual return | 16.06% | 41.15%-25.1pp | 64.67%-48.6pp | 34.25%-18.2pp |
| Employer contribution / active EE | $3,422 | $1,851+84.9% | $4,672-26.8% | $3,034+12.8% |
| Participant deferral / active EE | $5,638 | $3,161+78.4% | $5,626+0.2% | $5,087+10.8% |
| Admin fee / account holder | $230 | $185+24.0% | $15,912-98.6% | $269-14.5% |