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 ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $735,519 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $381,320 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $254,000 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN LEWIS & BOCKIUS LLP Service code 29 1701 MARKET ST · PHILADELPHIA, PA 191032921 | Legal | $29,207 |
Filed as: EMPOWER FINANCIAL SERVICES, INC Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Other investment fees and expenses; S... | $710 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $147,497 | $104,697+40.9% | $96,544+52.8% | $80,160+84.0% |
| Participation rate | 98.4% | 86.4%+12.1pp | 76.0%+22.5pp | 72.9%+25.5pp |
| Annual return | 20.81% | 21.78%-1.0pp | 25.84%-5.0pp | 40.38%-19.6pp |
| Employer contribution / active EE | $6,262 | $3,536+77.1% | $2,965+111.2% | $2,978+110.3% |
| Participant deferral / active EE | $9,806 | $6,188+58.5% | $4,851+102.2% | $5,017+95.4% |
| Admin fee / account holder | $217 | $107+103.3% | $8,252-97.4% | $145+49.7% |