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 | $41,890 |
MMA SECURITIES LLC2 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $20,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,015 |
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 | $24,356 | $65,908-63.0% | $81,812-70.2% | $77,643-68.6% |
| Participation rate | 72.3% | 65.8%+6.5pp | 72.3%0pp | 70.6%+1.8pp |
| Annual return | 11.89% | 26.64%-14.8pp | 773.79%-761.9pp | 31.24%-19.3pp |
| Employer contribution / active EE | $1,265 | $2,370-46.6% | $2,912-56.6% | $2,726-53.6% |
| Participant deferral / active EE | $3,813 | $3,505+8.8% | $4,319-11.7% | $4,647-17.9% |
| Admin fee / account holder | $153 | $526-70.8% | $7,386-97.9% | $430-64.3% |