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 9-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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,867 |
UBS FINANCIAL SERVICES INC6 years Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $19,222 |
ALLIANCE BENEFIT GROUP6 years Filed as: ALLIANCE BENEFIT GROUP OF HOUSTON Service code 13 | Contract Administrator | $3,844 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,395 |
ALLIANCE BENEFIT GROUP2 years Filed as: ALLIANCE BENEFIT GROUP OF HOUSTON I Service code 13 7908 N SAM HOUSTON PKWY W · HOUSTON, TX 77064 | Contract Administrator | $2,325 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,978 | $40,385-45.6% | $80,569-72.7% | $74,419-70.5% |
| Participation rate | 46.8% | 47.4%-0.6pp | 67.0%-20.2pp | 70.7%-23.9pp |
| Annual return | 14.45% | 164.85%-150.4pp | 935.43%-921.0pp | 34.38%-19.9pp |
| Employer contribution / active EE | $623 | $1,496-58.3% | $2,723-77.1% | $2,637-76.4% |
| Participant deferral / active EE | $2,483 | $2,674-7.1% | $4,447-44.2% | $4,528-45.2% |
| Admin fee / account holder | $229 | $720-68.2% | $5,377-95.7% | $348-34.2% |