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 |
|---|---|---|
Service code 15 · EIN 84-0467907 | Recordkeeping | $6,991 |
Filed as: PA RETIREMENT SOLUTIONS INC Service code 13 · EIN 27-2487837 1110 N. MOUNTAIN RD · HARRISBURG, PA 17112 | Contract Administrator | $5,597 |
Filed as: EMPOWER ANNUITY INSURANCE COMP Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $991 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11 |
Filed as: MML INSURANCE AGENCY LLC Service code 64 4275 EXECUTIVE SQUARE · LA JOLLA, CA 92037 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,352 | $48,265-33.0% | $68,791-53.0% | $68,494-52.8% |
| Participation rate | 94.7% | 60.7%+34.1pp | 69.0%+25.7pp | 67.9%+26.8pp |
| Annual return | -12.11% | -12.71%+0.6pp | -6.38%-5.7pp | -7.84%-4.3pp |
| Employer contribution / active EE | $787 | $1,829-57.0% | $2,655-70.4% | $2,596-69.7% |
| Participant deferral / active EE | $2,846 | $2,867-0.7% | $3,941-27.8% | $4,027-29.3% |
| Admin fee / account holder | $211 | $4,355-95.2% | $4,932-95.7% | $5,403-96.1% |