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 CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $96,246 |
SAGEVIEW ADVISORY GROUP, LLC8 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $47,784 |
ACTUARIAL BENEFITS CORP8 years Service code 13 · EIN 20-1054428 | Contract Administrator | $17,819 |
Annual investment return 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 | $63,396 | $101,317-37.4% | $146,958-56.9% | $74,495-14.9% |
| Participation rate | 92.7% | 75.5%+17.2pp | 82.2%+10.6pp | 67.2%+25.5pp |
| Annual return | 11.14% | 8730.91%-8719.8pp | 418.34%-407.2pp | 1364.94%-1353.8pp |
| Employer contribution / active EE | $3,527 | $3,810-7.4% | $4,933-28.5% | $2,623+34.5% |
| Participant deferral / active EE | $5,147 | $7,303-29.5% | $8,070-36.2% | $4,346+18.4% |
| Admin fee / account holder | $220 | $1,739-87.3% | $12,998-98.3% | $1,942-88.7% |