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 LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $96,589 |
Filed as: GALLAGHER BENEFIT SERVICES, INC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $20,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $14,194 |
23 funds of $250K or more; 15 lines in all, holding $102M of the plan's $105M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: Vanguard Target Retirement, mutual fund, 76% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $77.3M | 76.1% |
| MassMutual S&P 500(R) Index R5 MassMutual · Mutual fund Index | $5.8M | 5.7% |
| Northern International Equity Index Manager not matched · Mutual fund Index | $2.8M | 2.8% |
| Group Annuity Contract Guaranteed Interest Account Manager not matched · Insurance contract | $2.8M | 2.7% |
| MassMutual Blue Chip Growth Fund Class I MassMutual · Mutual fund | $2.5M | 2.4% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.7M | 1.7% |
| Calvert US Large-Cap Core Responsible Index Fund Morgan Stanley · Mutual fund Index | $1.7M | 1.6% |
| Columbia Dividend Income Fund Institutional 3 Class Ameriprise (Columbia Threadneedle) · Mutual fund | $1.4M | 1.4% |
| Columbia Mid Cap Index Instl 2 Ameriprise (Columbia Threadneedle) · Mutual fund Index | $1.2M | 1.2% |
| Columbia Small Cap Index Fund Institutional 2 Class Ameriprise (Columbia Threadneedle) · Mutual fund Index | $1.1M | 1.1% |
See the other 5 lines in this lineup with Solo.
Solo shows every fund in this plan's lineup and every change since the prior filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Added 2 funds.
| Fund | Year-end value |
|---|---|
| AddedMFS Mid Cap Value Fund R6 | $443K |
| AddedUndiscovered Mhrs Behavorial Value R6 | $273K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 2 renames.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,743 | $96,018+28.9% | $65,493+88.9% | $85,563+44.6% |
| Participation rate | 70.5% | 74.8%-4.3pp | 73.1%-2.6pp | 66.0%+4.6pp |
| Annual return | 19.39% | 14.51%+4.9pp | 982.45%-963.1pp | 31.51%-12.1pp |
| Employer contribution / active EE | $3,665 | $3,235+13.3% | $2,574+42.4% | $2,654+38.1% |
| Participant deferral / active EE | $8,029 | $4,055+98.0% | $3,961+102.7% | $4,375+83.5% |
| Admin fee / account holder | $187 | $271-31.0% | $5,028-96.3% | $834-77.6% |