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 10-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 | $15,593 |
Filed as: EDWARD D JONES & CO LP Service code 27 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $6,879 |
QRPS, INC.3 years Service code 13 2724 DISCOVERY DR · RALEIGH, NC 27616 | Contract Administrator | $5,523 |
STIFEL NICOLAUS & CO INC5 years Filed as: STIFFEL NICOLAUS & CO INC Service code 55 | Other Commissions | $3,778 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $900 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INC Service code 99 5904 PAYSPHERE CIRCLE · CHICAGO, IL 60678 | Other Fees | $540 |
STIFEL NICOLAUS & CO INC5 years Filed as: STIFEL NICHOLAUS & CO. INC. Service code 55 501 N. BROADWAY · ST. LOUIS, MO 63102 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,910 | $51,197-37.7% | $82,719-61.4% | $66,914-52.3% |
| Participation rate | 68.8% | 67.8%+0.9pp | 72.6%-3.8pp | 69.8%-1.1pp |
| Annual return | -13.33% | -9.64%-3.7pp | 701.18%-714.5pp | 1.58%-14.9pp |
| Employer contribution / active EE | $1,574 | $2,611-39.7% | $3,009-47.7% | $2,544-38.1% |
| Participant deferral / active EE | $2,378 | $3,458-31.2% | $4,395-45.9% | $4,237-43.9% |
| Admin fee / account holder | $195 | $416-53.1% | $5,329-96.3% | $593-67.1% |