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 | $18,496 |
Service code 27 444 W 47TH ST STE 900 · KANSAS CITY, MO 64112 | Advisory (Plan) | $5,957 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,368 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $27,413 | $30,086-8.9% | $61,373-55.3% | $64,808-57.7% |
| Participation rate | 15.2% | 36.4%-21.1pp | 52.6%-37.3pp | 71.5%-56.2pp |
| Annual return | -17.58% | -13.99%-3.6pp | 338.61%-356.2pp | 32.82%-50.4pp |
| Employer contribution / active EE | $11 | $536-98.0% | $1,159-99.1% | $2,506-99.6% |
| Participant deferral / active EE | $827 | $1,126-26.5% | $2,125-61.1% | $4,310-80.8% |
| Admin fee / account holder | $121 | $148-18.4% | $2,130-94.3% | $188-35.7% |