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 62 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping fees; Float revenue | $133,285 |
Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $75,121 |
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).
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 | $105,638 | $50,199+110.4% | $70,092+50.7% | $66,914+57.9% |
| Participation rate | 97.9% | 66.3%+31.6pp | 70.5%+27.5pp | 69.8%+28.1pp |
| Annual return | -12.54% | -13.85%+1.3pp | 190.73%-203.3pp | 1.58%-14.1pp |
| Employer contribution / active EE | $2,813 | $1,864+50.9% | $2,559+9.9% | $2,544+10.6% |
| Participant deferral / active EE | $5,050 | $3,112+62.3% | $3,849+31.2% | $4,237+19.2% |
| Admin fee / account holder | $468 | $600-22.0% | $6,267-92.5% | $593-21.2% |