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 | $51,660 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $50,184 |
APRIO LLP2 years Service code 27 PO BOX 117310 · ATLANTA, GA 30368 | Advisory (Plan) | $24,150 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $281 |
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 | $153,711 | $87,870+74.9% | $113,168+35.8% | $74,304+106.9% |
| Participation rate | 93.9% | 70.7%+23.1pp | 76.6%+17.3pp | 60.3%+33.5pp |
| Annual return | 15.56% | 26.44%-10.9pp | 24.27%-8.7pp | 29.43%-13.9pp |
| Employer contribution / active EE | $3,186 | $2,277+39.9% | $2,975+7.1% | $2,241+42.2% |
| Participant deferral / active EE | $8,174 | $4,241+92.7% | $5,107+60.1% | $3,767+117.0% |
| Admin fee / account holder | $631 | $3,368-81.3% | $12,068-94.8% | $2,969-78.8% |