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 6-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 | $30,938 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $30,823 |
LOREN D. STARK COMPANY3 years Filed as: LOREN D STARK COMPANY Service code 13 PO BOX 710290 · HOUSTON, TX 77271 | Contract Administrator | $10,935 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 28 4860 COLLEGE BLVD SUITE 100 · OVERLAND PARK, KS 66211 | Investment Management | $10,342 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,226 | $50,982-64.2% | $154,803-88.2% | $85,563-78.7% |
| Participation rate | 80.3% | 59.8%+20.5pp | 78.1%+2.2pp | 66.0%+14.3pp |
| Annual return | 17.66% | 30.35%-12.7pp | 58.88%-41.2pp | 31.51%-13.9pp |
| Employer contribution / active EE | $5 | $1,708-99.7% | $4,305-99.9% | $2,654-99.8% |
| Participant deferral / active EE | $2,899 | $2,474+17.2% | $5,540-47.7% | $4,375-33.7% |
| Admin fee / account holder | $138 | $846-83.7% | $14,329-99.0% | $834-83.5% |