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 INSURANCE COMPANY Service code 64 | Recordkeeping Fees | $180,033 |
HUNNEX AND SHOEMAKER, INC.5 years Filed as: HUNNEX & SHOEMAKER Service code 13 | Contract Administrator | $97,779 |
Filed as: MERRILL LYNCH PIERCE FENNER Service code 27 | Advisory (Plan) | $63,009 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 | Investment Management | $37,124 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,164 | $111,072-45.8% | $156,263-61.5% | $102,872-41.5% |
| Participation rate | 97.2% | 80.1%+17.1pp | 78.9%+18.3pp | 73.0%+24.2pp |
| Annual return | 17.12% | 16.98%+0.1pp | 59.47%-42.3pp | 19.06%-1.9pp |
| Employer contribution / active EE | $1,046 | $4,017-74.0% | $4,333-75.9% | $3,526-70.3% |
| Participant deferral / active EE | $4,267 | $5,455-21.8% | $6,158-30.7% | $5,535-22.9% |
| Admin fee / account holder | $275 | $120+128.1% | $14,255-98.1% | $292-6.0% |