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 | $21,197 |
FEDERMAN LALLY & REMIS, LLC8+ years Service code 10 231 FARMINGTON AVE · FARMINGTON, CT 06032 | Accounting | $17,000 |
Service code 27 1801 CALIFORNIA STREET · DENVER, CO 80202 | Advisory (Plan) | $9,733 |
TD AMERITRADE, INC.7 years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $0 |
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 | $47,123 | $72,254-34.8% | $86,677-45.6% | $64,808-27.3% |
| Participation rate | 97.5% | 80.4%+17.1pp | 76.6%+21.0pp | 71.5%+26.1pp |
| Annual return | -15.23% | 392.42%-407.7pp | 35.91%-51.1pp | 32.82%-48.1pp |
| Employer contribution / active EE | $1,410 | $2,393-41.1% | $2,836-50.3% | $2,506-43.7% |
| Participant deferral / active EE | $4,053 | $4,658-13.0% | $4,656-12.9% | $4,310-6.0% |
| Admin fee / account holder | $147 | $174-15.4% | $7,493-98.0% | $188-21.7% |