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 ANNITY INSURANCE COMPANY OF Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $35,375 |
ADVUS FINANCIAL PARTNERS LLC2 years Service code 27 1525 INTERNATIONAL PKWY · LAKE MARY, FL 32746 | Advisory (Plan) | $20,874 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,211 |
Service code 99 958 20TH PL 2 ND FL · VERO BEACH, FL 32960 | Other Fees | $1,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,320 | $45,000-66.0% | $143,757-89.3% | $77,904-80.3% |
| Participation rate | 24.1% | 66.8%-42.7pp | 80.3%-56.2pp | 73.7%-49.6pp |
| Annual return | -13.43% | 29.03%-42.5pp | -0.04%-13.4pp | 12.21%-25.6pp |
| Employer contribution / active EE | $447 | $1,870-76.1% | $4,951-91.0% | $2,848-84.3% |
| Participant deferral / active EE | $777 | $3,157-75.4% | $5,637-86.2% | $4,806-83.8% |
| Admin fee / account holder | $122 | $98+24.3% | $14,673-99.2% | $133-7.7% |