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 | $68,175 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $29,467 |
THE ANGELL PENSION GROUP, INC.9+ years Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $10,750 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,146 | $100,227-21.0% | $169,993-53.4% | $74,419+6.4% |
| Participation rate | 94.0% | 87.3%+6.7pp | 87.0%+7.0pp | 70.7%+23.3pp |
| Annual return | 19.18% | 66.08%-46.9pp | 53.37%-34.2pp | 34.38%-15.2pp |
| Employer contribution / active EE | $10,230 | $4,263+140.0% | $6,785+50.8% | $2,637+287.9% |
| Participant deferral / active EE | $6,069 | $7,143-15.0% | $10,408-41.7% | $4,528+34.0% |
| Admin fee / account holder | $357 | $234+52.1% | $12,815-97.2% | $348+2.5% |