Filed December 9, 2025 (most recent of 5 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $73,348 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $27,439 |
THE ANGELL PENSION GROUP, INC.8+ years Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $11,500 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $10,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $65,176 | $102,553-36.4% | $151,611-57.0% | $66,914-2.6% |
| Participation rate | 92.9% | 85.5%+7.4pp | 87.5%+5.4pp | 69.8%+23.1pp |
| Annual return | -13.45% | -10.82%-2.6pp | 3.33%-16.8pp | 1.58%-15.0pp |
| Employer contribution / active EE | $9,078 | $4,180+117.2% | $6,166+47.2% | $2,544+256.8% |
| Participant deferral / active EE | $5,951 | $6,641-10.4% | $8,363-28.8% | $4,237+40.4% |
| Admin fee / account holder | $375 | $630-40.5% | $11,616-96.8% | $593-36.8% |