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 | $133,155 |
KATHMERE CAPITAL MANAGEMENT5 years Filed as: KATHMERE CAPITAL MANAGEMENT LLC Service code 27 435 DEVON PARK DR STE 715 · WAYNE, PA 190871946 | Advisory (Plan) | $93,096 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $26,123 |
BIG SKY RETIREMENT INC1 year Filed as: BIG LANGUAGE SOLUTIONS HOLDINGS LLC Service code 99 3424 PEACHTREE RD NE STE 2060 · ATLANTA, GA 30326 | Other Fees | $2,678 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder servicing fees; Securitie... | $132 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,653 | $112,623-20.4% | $106,213-15.6% | $199,593-55.1% |
| Participation rate | 53.9% | 86.2%-32.3pp | 75.3%-21.3pp | 72.0%-18.0pp |
| Annual return | 41.48% | 15.57%+25.9pp | 116.14%-74.7pp | 34.25%+7.2pp |
| Employer contribution / active EE | $1,796 | $4,575-60.7% | $3,171-43.4% | $3,034-40.8% |
| Participant deferral / active EE | $3,655 | $6,659-45.1% | $5,016-27.1% | $5,087-28.1% |
| Admin fee / account holder | $191 | $107+78.9% | $11,033-98.3% | $269-28.8% |