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 CO. Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $52,061 |
Filed as: AMERPRISE FINANCIAL SERVICES LLC Service code 55 | Other Commissions | $23,179 |
Service code 13 · EIN 90-0451904 6500 S MACADAM AVE · PORTLAND, OR 97239 | Contract Administrator | $12,136 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,525 |
Filed as: AMERIPRISE FINANCIAL SERVICES, LLC Service code 55 70100 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Other Commissions | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,762 | $54,517+29.8% | $75,972-6.9% | $74,495-5.0% |
| Participation rate | 85.6% | 60.3%+25.3pp | 69.1%+16.6pp | 67.2%+18.4pp |
| Annual return | 18.33% | 31.82%-13.5pp | 359.55%-341.2pp | 1364.94%-1346.6pp |
| Employer contribution / active EE | $2,981 | $1,777+67.7% | $2,685+11.0% | $2,623+13.6% |
| Participant deferral / active EE | $6,828 | $3,066+122.7% | $4,255+60.5% | $4,346+57.1% |
| Admin fee / account holder | $419 | $2,229-81.2% | $6,467-93.5% | $1,942-78.4% |