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 4-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 | $3,838 |
Filed as: MML INSURANCE AGENCY LLC Service code 55 21122 OLD SCENIC HWY A · ZACHARY, LA 70791 | Other Commissions | $3,400 |
THE HASLAUER GROUP, INC.1+ years Service code 13 1800 WILLIAMS BLVD · KENNER, LA 70062 | Contract Administrator | $1,024 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $840 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS LLC Service code 99 1801 CALIFORNIA STREET · DENVER, CO 80202 | Other Fees | $246 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,511 | $65,061-70.0% | $143,757-86.4% | $66,914-70.8% |
| Participation rate | 37.9% | 65.2%-27.3pp | 80.3%-42.4pp | 69.8%-31.9pp |
| Annual return | 0.00% | -11.14%+11.1pp | -0.04%0pp | 1.58%-1.6pp |
| Employer contribution / active EE | $835 | $2,361-64.6% | $4,951-83.1% | $2,544-67.2% |
| Participant deferral / active EE | $1,499 | $2,919-48.6% | $5,637-73.4% | $4,237-64.6% |
| Admin fee / account holder | $102 | $502-79.7% | $14,673-99.3% | $593-82.8% |