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 INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,960 |
Filed as: BAUKNIGHT, PIETRAS, STORMER Service code 10 · EIN 57-0940019 | Accounting | $15,400 |
PENTEGRA SERVICES, INC.6 years Service code 13 · EIN 13-3745616 701 WESTCHESTER AVENUE, SUITE 320E · WHITE PLAINS, NY 10604 | Contract Administrator | $7,953 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,602 | $99,877-75.4% | $84,966-71.0% | $145,922-83.1% |
| Participation rate | 0.0% | 74.1%-74.1pp | 67.5%-67.5pp | 80.3%-80.3pp |
| Annual return | 8.49% | 83.76%-75.3pp | 66.38%-57.9pp | 561.29%-552.8pp |
| Employer contribution / active EE | $0 | $3,231-100.0% | $2,727-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $0 | $5,291-100.0% | $4,519-100.0% | $6,688-100.0% |
| Admin fee / account holder | $149 | $7,248-98.0% | $6,149-97.6% | $13,397-98.9% |