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 | $147,539 |
TWO WEST CAPITAL ADVISORS3 years Filed as: TWO WEST CAPITAL ADVISORS LLC Service code 27 10975 BENSON DR STE 560 · OVERLAND PARK, KS 66210 | Advisory (Plan) | $57,908 |
QDRO CONSULTANTS COMPANY, LLC10+ years Filed as: QDRO CONSULTANTS CO LLC Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $300 |
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 | $74,441 | $129,021-42.3% | $184,203-59.6% | $77,643-4.1% |
| Participation rate | 86.6% | 87.3%-0.7pp | 86.8%-0.2pp | 70.6%+16.1pp |
| Annual return | 12.38% | 33.27%-20.9pp | 28.81%-16.4pp | 31.24%-18.9pp |
| Employer contribution / active EE | $3,159 | $4,413-28.4% | $6,427-50.9% | $2,726+15.9% |
| Participant deferral / active EE | $6,439 | $7,297-11.8% | $9,131-29.5% | $4,647+38.5% |
| Admin fee / account holder | $201 | $254-20.7% | $13,901-98.6% | $430-53.2% |