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. AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,312 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,248 |
INCENTIVE BENEFITS, INC.4 years Service code 13 911 E. COLORADO BLVD., SUITE 250 · PASADENA, CA 91106 | Contract Administrator | $875 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,787 | $49,915-22.3% | $154,803-74.9% | $74,304-47.8% |
| Participation rate | 42.9% | 54.0%-11.0pp | 78.1%-35.1pp | 60.3%-17.4pp |
| Annual return | 12.18% | 34.06%-21.9pp | 58.88%-46.7pp | 29.43%-17.2pp |
| Employer contribution / active EE | $1,305 | $1,611-19.0% | $4,305-69.7% | $2,241-41.8% |
| Participant deferral / active EE | $2,383 | $2,255+5.7% | $5,540-57.0% | $3,767-36.7% |
| Admin fee / account holder | $22 | $2,189-99.0% | $14,329-99.8% | $2,969-99.3% |