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 | $72,689 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS COMP Service code 55 PO BOX 9500 · SPRINFIELD, MA 011029500 | Other Commissions | $32,035 |
Service code 99 1801 CALIFORNIA STREET · DENVER, CO 80202 | Other Fees | $4,054 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,787 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $14,508 | $106,236-86.3% | $112,228-87.1% | $64,808-77.6% |
| Participation rate | 93.0% | 71.7%+21.4pp | 75.1%+18.0pp | 71.5%+21.6pp |
| Annual return | -15.15% | -6.02%-9.1pp | 27.45%-42.6pp | 32.82%-48.0pp |
| Employer contribution / active EE | $666 | $3,166-79.0% | $3,635-81.7% | $2,506-73.4% |
| Participant deferral / active EE | $3,712 | $3,785-1.9% | $4,728-21.5% | $4,310-13.9% |
| Admin fee / account holder | $135 | $452-70.1% | $6,410-97.9% | $188-28.1% |