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 | $71,926 |
NOVA 401(K) ASSOCIATES3+ years Service code 13 10777 NORTHWEST FREEWAY · HOUSTON, TX 77092 | Contract Administrator | $23,885 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $19,534 |
Filed as: ALLIANT INSURANCE SERVICES INC Service code 27 101 PARK AVE · NEW YORK, NY 10178 | Advisory (Plan) | $13,896 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,148 | $57,610-68.5% | $154,803-88.3% | $102,872-82.4% |
| Participation rate | 40.8% | 59.5%-18.6pp | 78.1%-37.2pp | 73.0%-32.2pp |
| Annual return | 20.48% | 30.49%-10.0pp | 58.88%-38.4pp | 19.06%+1.4pp |
| Employer contribution / active EE | $462 | $1,883-75.5% | $4,305-89.3% | $3,526-86.9% |
| Participant deferral / active EE | $1,491 | $2,914-48.9% | $5,540-73.1% | $5,535-73.1% |
| Admin fee / account holder | $212 | $368-42.5% | $14,329-98.5% | $292-27.6% |