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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $43,143 |
FROST BANK4 years Service code 27 100 W HOUSTON ST · SAN ANTIONIO, TX 78205 | Advisory (Plan) | $34,910 |
NOVA 401(K) ASSOCIATES4 years Service code 13 10777 NORTHWEST FREEWAY · HOUSTON, TX 77092 | Contract Administrator | $9,999 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,411 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,916 | $100,923+27.7% | $150,045-14.1% | $74,304+73.5% |
| Participation rate | 98.1% | 70.1%+28.1pp | 82.3%+15.8pp | 60.3%+37.8pp |
| Annual return | 15.10% | 51.77%-36.7pp | 62.55%-47.4pp | 29.43%-14.3pp |
| Employer contribution / active EE | $7,050 | $3,463+103.5% | $4,693+50.2% | $2,241+214.5% |
| Participant deferral / active EE | $12,099 | $6,709+80.3% | $7,997+51.3% | $3,767+221.2% |
| Admin fee / account holder | $576 | $2,767-79.2% | $13,435-95.7% | $2,969-80.6% |