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 | $41,184 |
R-TECH CONSULTANTS, INC.7 years Filed as: R-TECH ADVISORS, INC. Service code 27 21331 COSTANSO STREET · WOODLAND HILLS, CA 91364 | Advisory (Plan) | $38,257 |
R-TECH CONSULTANTS, INC.7 years Service code 13 21331 COSTANSO STREET · WOODLAND HILLS, CA 91364 | Contract Administrator | $25,895 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,574 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $56,955 | $48,335+17.8% | $121,098-53.0% | $71,457-20.3% |
| Participation rate | 65.2% | 54.3%+10.9pp | 69.5%-4.3pp | 67.9%-2.7pp |
| Annual return | 17.30% | 23.32%-6.0pp | 985.75%-968.5pp | 28.85%-11.6pp |
| Employer contribution / active EE | $4,077 | $1,489+173.8% | $4,164-2.1% | $2,588+57.6% |
| Participant deferral / active EE | $7,949 | $2,754+188.6% | $4,080+94.8% | $4,289+85.3% |
| Admin fee / account holder | $377 | $1,841-79.5% | $5,644-93.3% | $1,587-76.3% |