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 | $85,412 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $31,177 |
THE ANGELL PENSION GROUP, INC.10+ 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) | $7,500 |
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 | $98,866 | $122,239-19.1% | $184,203-46.3% | $74,495+32.7% |
| Participation rate | 98.4% | 85.5%+12.9pp | 86.8%+11.6pp | 67.2%+31.2pp |
| Annual return | 14.84% | 19.95%-5.1pp | 28.81%-14.0pp | 1364.94%-1350.1pp |
| Employer contribution / active EE | $11,624 | $4,537+156.2% | $6,427+80.9% | $2,623+343.2% |
| Participant deferral / active EE | $6,657 | $7,139-6.7% | $9,131-27.1% | $4,346+53.2% |
| Admin fee / account holder | $405 | $1,260-67.9% | $13,901-97.1% | $1,942-79.2% |