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 CO OF AM Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,782 |
ACTUARIAL BENEFITS CORP1 year Service code 13 2790 SKYPARK DR. STE 300 · TORRANCE, CA 90505 | Contract Administrator | $3,900 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,481 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,210 | $51,197+5.9% | $82,719-34.5% | $66,914-19.0% |
| Participation rate | 100.0% | 67.8%+32.2pp | 72.6%+27.4pp | 69.8%+30.2pp |
| Annual return | -16.16% | -9.64%-6.5pp | 701.18%-717.3pp | 1.58%-17.7pp |
| Employer contribution / active EE | $3,157 | $2,611+20.9% | $3,009+4.9% | $2,544+24.1% |
| Participant deferral / active EE | $8,711 | $3,458+151.9% | $4,395+98.2% | $4,237+105.6% |
| Admin fee / account holder | $132 | $416-68.3% | $5,329-97.5% | $593-77.8% |