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 10-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 COM OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $38,621 |
LOREN D. STARK COMPANY1 year Filed as: LOREN D STARK COMPANY INC Service code 13 PO BOX 710290 · HOUSTON, TX 77271 | Contract Administrator | $1,525 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $656 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,602 | $109,881-43.0% | $150,045-58.3% | $84,808-26.2% |
| Participation rate | 77.4% | 76.1%+1.3pp | 82.3%-4.9pp | 68.3%+9.1pp |
| Annual return | 9.33% | 28.25%-18.9pp | 62.55%-53.2pp | 40.90%-31.6pp |
| Employer contribution / active EE | $4,327 | $3,561+21.5% | $4,693-7.8% | $2,631+64.5% |
| Participant deferral / active EE | $3,622 | $6,636-45.4% | $7,997-54.7% | $4,212-14.0% |
| Admin fee / account holder | $44,154 | $8,568+415.3% | $13,435+228.7% | $7,344+501.2% |