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 | $46,131 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $21,988 |
23 funds of $250K or more; 18 lines in all, holding $32.4M of the plan's $32.7M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: T. Rowe Price Retirement, mutual fund, 40% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 12 vintages | $12.9M | 39.7% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $5.2M | 16.0% |
| Fidelity Extended Market Index Fund Fidelity (FMR) · Mutual fund Index | $3.5M | 10.9% |
| Fidelity Global ex U.S. Index Fund Fidelity (FMR) · Mutual fund Index | $2.3M | 7.0% |
| T. Rowe Price Blue Chip Growth Fund, Inc. T. Rowe Price · Mutual fund | $1.5M | 4.7% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $942K | 2.9% |
| U.S. Targeted Value Portfolio Dimensional · Mutual fund | $921K | 2.8% |
| DFA Global Real Estate Securities Portfolio Shares Dimensional · Mutual fund | $856K | 2.6% |
| Fidelity Emerging Markets Fund Fidelity (FMR) · Mutual fund | $800K | 2.5% |
| PIMCO Total Return Fund Institutional PIMCO (Allianz) · Mutual fund | $764K | 2.4% |
See the other 8 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.
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
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 | $105,164 | $108,549-3.1% | $156,263-32.7% | $85,563+22.9% |
| Participation rate | 86.7% | 77.1%+9.6pp | 78.9%+7.8pp | 66.0%+20.8pp |
| Annual return | 17.56% | 21.79%-4.2pp | 59.47%-41.9pp | 31.51%-13.9pp |
| Employer contribution / active EE | $4,824 | $2,690+79.4% | $4,333+11.3% | $2,654+81.8% |
| Participant deferral / active EE | $8,271 | $4,800+72.3% | $6,158+34.3% | $4,375+89.0% |
| Admin fee / account holder | $219 | $650-66.3% | $14,255-98.5% | $834-73.7% |