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 3-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 | $55,277 |
NOVA 401(K) ASSOCIATES1+ years Service code 13 10777 NORTHWEST FREEWAY · HOUSTON, TX 77092 | Contract Administrator | $19,648 |
Filed as: ALLIANT INSURANCE SERVICES INC Service code 27 101 PARK AVE · NEW YORK, NY 10178 | Advisory (Plan) | $15,590 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $9,230 | $47,126-80.4% | $149,673-93.8% | $74,419-87.6% |
| Participation rate | 61.2% | 63.4%-2.2pp | 78.8%-17.6pp | 70.7%-9.6pp |
| Annual return | 21.81% | 22.75%-0.9pp | 134.42%-112.6pp | 34.38%-12.6pp |
| Employer contribution / active EE | $682 | $1,905-64.2% | $4,818-85.8% | $2,637-74.1% |
| Participant deferral / active EE | $2,034 | $2,728-25.4% | $5,680-64.2% | $4,528-55.1% |
| Admin fee / account holder | $140 | $343-59.1% | $13,210-98.9% | $348-59.7% |