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 | $39,054 |
R-TECH CONSULTANTS, INC.8 years Service code 13 21331 COSTANSO STREET · WOODLAND HILLS, CA 91364 | Contract Administrator | $35,981 |
MERCER1 year Filed as: MERCER INVESTMENTS LLC Service code 27 21875 NETWORK PLACE · CHICAGO, IL 60673 | Advisory (Plan) | $20,879 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $14,781 |
MMA SECURITIES LLC1 year Filed as: MARSH & MCLENNA COMPANIES, INC. Service code 27 21875 NETWORK PLAZA · CHICAGO, IL 60673 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $79,630 | $51,576+54.4% | $129,207-38.4% | $80,856-1.5% |
| Participation rate | 83.7% | 57.0%+26.7pp | 69.6%+14.1pp | 67.6%+16.0pp |
| Annual return | 14.04% | 20.81%-6.8pp | 9417.33%-9403.3pp | 35.59%-21.6pp |
| Employer contribution / active EE | $7,429 | $1,584+369.1% | $4,153+78.9% | $2,755+169.7% |
| Participant deferral / active EE | $14,798 | $2,669+454.5% | $4,168+255.1% | $4,296+244.5% |
| Admin fee / account holder | $447 | $4,305-89.6% | $7,715-94.2% | $6,918-93.5% |