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 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,921 |
Filed as: NEWFRONT RETIREMENT SERVICES, INC. Service code 27 450 SANSOME ST STE 300 · SAN FRANCISCO, CA 94111 | Advisory (Plan) | $3,887 |
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 | $93,828 | $26,549+253.4% | $61,373+52.9% | $66,914+40.2% |
| Participation rate | 91.8% | 38.1%+53.7pp | 52.6%+39.2pp | 69.8%+22.0pp |
| Annual return | -12.65% | -16.21%+3.6pp | 338.61%-351.3pp | 1.58%-14.2pp |
| Employer contribution / active EE | $2,457 | $651+277.2% | $1,159+111.9% | $2,544-3.4% |
| Participant deferral / active EE | $5,775 | $1,338+331.6% | $2,125+171.8% | $4,237+36.3% |
| Admin fee / account holder | $257 | $409-37.1% | $2,130-87.9% | $593-56.6% |