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 ENSURANCE COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,512 |
GROVE POINT INVESTMENTS LLC2 years Service code 27 2440 RESEARCH BLVD STE 500 · ROCKVILLE, MD 20850 | Advisory (Plan) | $23,844 |
Filed as: RETIREMENT PLAN ADMINMSTRATORS, LLC Service code 13 | Contract Administrator | $10,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,750 |
Filed as: RETIREMENT PLAN ADMINSTRATORS, LLC Service code 13 · EIN 58-2365498 780 JOHNSON FERRY ROAD, STE 375 · ATLANTA, GA 30342 | Contract Administrator | $880 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $112,157 | $81,900+36.9% | $119,609-6.2% | $68,494+63.7% |
| Participation rate | 74.4% | 71.9%+2.5pp | 79.3%-4.9pp | 67.9%+6.5pp |
| Annual return | -17.47% | -23.82%+6.3pp | -14.97%-2.5pp | -7.84%-9.6pp |
| Employer contribution / active EE | $2,287 | $2,693-15.1% | $4,232-46.0% | $2,596-11.9% |
| Participant deferral / active EE | $6,806 | $4,148+64.1% | $5,602+21.5% | $4,027+69.0% |
| Admin fee / account holder | $645 | $6,582-90.2% | $10,323-93.8% | $5,403-88.1% |