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 COMPANY Service code 64 · EIN 06-1050034 | Recordkeeping Fees | $75,283 |
Service code 27 · EIN 26-0058143 | Advisory (Plan) | $29,973 |
KMH LLP10+ years Service code 10 · EIN 42-1539623 | Accounting | $29,691 |
AON CONSULTING1 year Filed as: AON CONSULTING INC Service code 99 · EIN 22-2232264 | Other Fees | $19,047 |
ALPHAPOINT, INC.1 year Filed as: ALPHAPOINT INC Service code 99 · EIN 14-1884337 | Other Fees | $5,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $494,467 | $101,317+388.0% | $146,958+236.5% | $74,495+563.8% |
| Participation rate | 99.2% | 75.5%+23.7pp | 82.2%+17.0pp | 67.2%+32.0pp |
| Annual return | 13.26% | 8730.91%-8717.7pp | 418.34%-405.1pp | 1364.94%-1351.7pp |
| Employer contribution / active EE | $14,794 | $3,810+288.3% | $4,933+199.9% | $2,623+464.0% |
| Participant deferral / active EE | $12,272 | $7,303+68.0% | $8,070+52.1% | $4,346+182.4% |
| Admin fee / account holder | $968 | $1,739-44.3% | $12,998-92.6% | $1,942-50.2% |