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 64 · EIN 84-0467907 | Recordkeeping Fees | $40,875 |
STIFEL NICOLAUS & CO INC3+ years Service code 55 | Other Commissions | $7,531 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $6,655 | $53,165-87.5% | $86,188-92.3% | $74,419-91.1% |
| Participation rate | 88.0% | 64.9%+23.2pp | 69.0%+19.0pp | 70.7%+17.3pp |
| Annual return | 26.92% | 22.64%+4.3pp | 1168.45%-1141.5pp | 34.38%-7.5pp |
| Employer contribution / active EE | $350 | $1,210-71.1% | $2,380-85.3% | $2,637-86.7% |
| Participant deferral / active EE | $2,328 | $3,234-28.0% | $3,985-41.6% | $4,528-48.6% |
| Admin fee / account holder | $83 | $551-85.0% | $6,852-98.8% | $348-76.3% |