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 | $32,641 |
FISHER INVESTMENTS1 year Filed as: FISHER RETIREMENT SOLUTIONS LLC Service code 27 6404 INTERNATIONAL PKWY STE 1100 · PLANO, TX 75093 | Advisory (Plan) | $28,395 |
FISHER INVESTMENTS2 years Filed as: FISHER ASSET MANAGEMENT LLC FISHER Service code 27 PO BOX 8904 · VANCOUVER, WA 986889912 | Advisory (Plan) | $24,272 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,217 | $49,915+46.7% | $154,803-52.7% | $74,304-1.5% |
| Participation rate | 81.0% | 54.0%+27.1pp | 78.1%+3.0pp | 60.3%+20.7pp |
| Annual return | 14.66% | 34.06%-19.4pp | 58.88%-44.2pp | 29.43%-14.8pp |
| Employer contribution / active EE | $2,983 | $1,611+85.2% | $4,305-30.7% | $2,241+33.1% |
| Participant deferral / active EE | $2,965 | $2,255+31.5% | $5,540-46.5% | $3,767-21.3% |
| Admin fee / account holder | $459 | $2,189-79.0% | $14,329-96.8% | $2,969-84.6% |