Filed April 16, 2025 (most recent of 3 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 ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $1,574,096 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $499,360 |
DELOITTE & TOUCHE LLP7 years Filed as: DELOITTE & TOUCHE Service code 10 · EIN 43-1912740 | Accounting | $144,559 |
MERCER2 years Service code 16 · EIN 13-2834414 | Consulting | $18,070 |
CURCIO WEBB11+ years Service code 16 · EIN 36-4171366 | Consulting | $12,100 |
WILLIS TOWERS WATSON US LLC3 years Filed as: WILLIS TOWERS WATSON Service code 13 · EIN 23-1159360 | Contract Administrator | $10,316 |
Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $5,400 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $286,084 | $117,739+143.0% | $116,228+146.1% | $117,739+143.0% |
| Participation rate | 97.6% | 76.6%+21.0pp | 74.6%+23.0pp | 76.6%+21.0pp |
| Annual return | 5.85% | 17.29%-11.4pp | 90.06%-84.2pp | 17.29%-11.4pp |
| Employer contribution / active EE | $13,158 | $3,746+251.3% | $2,994+339.4% | $3,746+251.3% |
| Participant deferral / active EE | $14,536 | $6,128+137.2% | $4,953+193.5% | $6,128+137.2% |
| Admin fee / account holder | $132 | $112+17.8% | $11,989-98.9% | $112+17.8% |