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 | $27,265 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $26,606 |
LOREN D. STARK COMPANY2 years Filed as: LOREN D STARK COMPANY Service code 13 10750 ROCKLEY ROAD · HOUSTON, TX 77099 | Contract Administrator | $10,321 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 28 4860 COLLEGE BLVD SUITE 100 · OVERLAND PARK, KS 66211 | Investment Management | $8,791 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,895 | $50,815-70.7% | $155,509-90.4% | $77,643-80.8% |
| Participation rate | 64.5% | 63.1%+1.4pp | 78.2%-13.7pp | 70.6%-6.1pp |
| Annual return | 14.47% | 34.80%-20.3pp | 64.67%-50.2pp | 31.24%-16.8pp |
| Employer contribution / active EE | $0 | $1,993-100.0% | $4,672-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $2,282 | $2,822-19.1% | $5,626-59.4% | $4,647-50.9% |
| Admin fee / account holder | $122 | $437-72.0% | $15,912-99.2% | $430-71.6% |