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 | $124,652 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH INC. Service code 55 | Other Commissions | $82,623 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $34,423 |
ASCENSUS LLC5 years Filed as: ASCENSUS HOLDINGS INC. Service code 13 DBA FUTUREPLAN BY ASCENSUS · SAN DIEGO, CA 92101 | Contract Administrator | $20,870 |
CAMBRIDGE INVESTMENT RESEARCH10+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH, INC. Service code 55 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Other Commissions | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,644 | $129,021-32.8% | $184,203-53.0% | $77,643+11.6% |
| Participation rate | 97.8% | 87.3%+10.5pp | 86.8%+11.0pp | 70.6%+27.2pp |
| Annual return | 15.03% | 33.27%-18.2pp | 28.81%-13.8pp | 31.24%-16.2pp |
| Employer contribution / active EE | $3,057 | $4,413-30.7% | $6,427-52.4% | $2,726+12.1% |
| Participant deferral / active EE | $5,185 | $7,297-28.9% | $9,131-43.2% | $4,647+11.6% |
| Admin fee / account holder | $180 | $254-29.1% | $13,901-98.7% | $430-58.2% |