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 O Service code 13 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $87,439 |
Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 27 · EIN 36-4291971 | Advisory (Plan) | $60,000 |
MOSS ADAMS LLP4 years Service code 10 · EIN 91-0189318 | Accounting | $34,650 |
Filed as: NATIONAL FINANCIAL SERVICES, LLC Service code 15 · EIN 04-3523567 | Recordkeeping | $0 |
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 | $68,039 | $102,197-33.4% | $142,449-52.2% | $74,419-8.6% |
| Participation rate | 99.7% | 79.8%+19.8pp | 76.8%+22.9pp | 70.7%+28.9pp |
| Annual return | 18.76% | 19.73%-1.0pp | 19.99%-1.2pp | 34.38%-15.6pp |
| Employer contribution / active EE | $6,637 | $5,052+31.4% | $4,847+36.9% | $2,637+151.6% |
| Participant deferral / active EE | $9,328 | $6,304+48.0% | $6,283+48.5% | $4,528+106.0% |
| Admin fee / account holder | $197 | $186+6.1% | $10,011-98.0% | $348-43.3% |