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 | $28,101 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $27,097 |
MMLIS1 year Service code 27 1295 STATE ST · SPRINGFIELD, MA 01111 | Advisory (Plan) | $23,304 |
THE AIMPOINT GROUP5 years Filed as: AIMPOINT GROUP LLC Service code 13 PO BOX 1586 · POMPANO BEACH, FL 33061 | Contract Administrator | $16,620 |
CETERA ADVISOR NETWORKS LLC5 years Service code 55 200 N PACIFIC COAST HWY · EL SEGUNDO, CA 902455670 | Other Commissions | $7,246 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $35,294 | $59,417-40.6% | $93,606-62.3% | $74,495-52.6% |
| Participation rate | 85.5% | 59.7%+25.9pp | 68.7%+16.8pp | 67.2%+18.3pp |
| Annual return | 9.17% | 81.83%-72.7pp | 133.20%-124.0pp | 1364.94%-1355.8pp |
| Employer contribution / active EE | $341 | $1,264-73.0% | $2,420-85.9% | $2,623-87.0% |
| Participant deferral / active EE | $3,457 | $3,050+13.3% | $4,411-21.6% | $4,346-20.5% |
| Admin fee / account holder | $342 | $3,021-88.7% | $8,285-95.9% | $1,942-82.4% |