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) | $688,356 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $595,698 |
DELOITTE & TOUCHE LLP7 years Filed as: DELOITTE & TOUCHE Service code 10 · EIN 43-1912740 | Accounting | $54,407 |
MERCER2 years Service code 16 · EIN 13-2834414 | Consulting | $6,801 |
CURCIO WEBB11+ years Service code 16 · EIN 36-4171366 | Consulting | $4,554 |
Service code 16 · EIN 34-1820650 | Consulting | $4,200 |
WILLIS TOWERS WATSON US LLC3 years Filed as: WILLIS TOWERS WATSON Service code 16 · EIN 23-1159360 | Consulting | $3,882 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,809 | $140,769-46.1% | $116,228-34.8% | $140,769-46.1% |
| Participation rate | 96.5% | 74.2%+22.3pp | 74.6%+21.9pp | 74.2%+22.3pp |
| Annual return | 5.90% | 16.82%-10.9pp | 90.06%-84.2pp | 16.82%-10.9pp |
| Employer contribution / active EE | $2,191 | $3,906-43.9% | $2,994-26.8% | $3,906-43.9% |
| Participant deferral / active EE | $6,059 | $6,717-9.8% | $4,953+22.3% | $6,717-9.8% |
| Admin fee / account holder | $58 | $229-74.5% | $11,989-99.5% | $229-74.5% |