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 INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,257 |
TRIAD ADVISORS INC1 year Filed as: TRIAD HYBRID SOLUTIONS, LLC Service code 27 5155 PEACHTREE PKWY · NORCROSS, GA 30092 | Advisory (Plan) | $4,167 |
Service code 13 1110 N MOUNTAIN RD · HARRISBURG, PA 17112 | Contract Administrator | $3,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,457 | $61,272-58.5% | $149,673-83.0% | $71,457-64.4% |
| Participation rate | 93.4% | 62.5%+30.9pp | 78.8%+14.6pp | 67.9%+25.5pp |
| Annual return | 22.04% | 35.85%-13.8pp | 134.42%-112.4pp | 28.85%-6.8pp |
| Employer contribution / active EE | $2,375 | $2,378-0.1% | $4,818-50.7% | $2,588-8.2% |
| Participant deferral / active EE | $4,676 | $2,917+60.3% | $5,680-17.7% | $4,289+9.0% |
| Admin fee / account holder | $95 | $1,261-92.5% | $13,210-99.3% | $1,587-94.0% |