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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $228,269 |
SAGEVIEW ADVISORY GROUP, LLC9+ years Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $59,358 |
TD AMERITRADE, INC.8 years Filed as: TD AMERITRADE Service code 33 | Securities brokerage | $0 |
TD AMERITRADE, INC.9+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $15,004 | $59,339-74.7% | $149,673-90.0% | $103,482-85.5% |
| Participation rate | 65.7% | 70.2%-4.5pp | 78.8%-13.1pp | 73.3%-7.6pp |
| Annual return | 16.44% | 77.78%-61.3pp | 134.42%-118.0pp | 33.11%-16.7pp |
| Employer contribution / active EE | $356 | $2,178-83.7% | $4,818-92.6% | $3,208-88.9% |
| Participant deferral / active EE | $1,463 | $3,716-60.6% | $5,680-74.2% | $5,207-71.9% |
| Admin fee / account holder | $53 | $103-48.6% | $13,210-99.6% | $114-53.6% |