Filed December 15, 2022 (most recent of 5 filings on file)
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 | $132,295 |
Filed as: COMMONWEALTH EQUITY SERVICES LLC DB Service code 27 29 SAWYER RD · WALTHAM, MA 024533483 | Advisory (Plan) | $6,000 |
Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | -$300 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $154,564 | $100,227+54.2% | $169,993-9.1% | $74,419+107.7% |
| Participation rate | 90.6% | 87.3%+3.3pp | 87.0%+3.6pp | 70.7%+19.9pp |
| Annual return | 14.11% | 66.08%-52.0pp | 53.37%-39.3pp | 34.38%-20.3pp |
| Employer contribution / active EE | $7,886 | $4,263+85.0% | $6,785+16.2% | $2,637+199.0% |
| Participant deferral / active EE | $6,423 | $7,143-10.1% | $10,408-38.3% | $4,528+41.8% |
| Admin fee / account holder | $338 | $234+44.0% | $12,815-97.4% | $348-3.0% |