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 | $83,886 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES L Service code 27 6050 OAK TREE BLVD S · CLEVELAND, OH 44131 | Advisory (Plan) | $45,153 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,309 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $6,084 | $50,127-87.9% | $149,673-95.9% | $80,160-92.4% |
| Participation rate | 76.3% | 64.3%+12.0pp | 78.8%-2.5pp | 72.9%+3.3pp |
| Annual return | 16.22% | 29.82%-13.6pp | 134.42%-118.2pp | 40.38%-24.2pp |
| Employer contribution / active EE | $2,092 | $1,865+12.2% | $4,818-56.6% | $2,978-29.7% |
| Participant deferral / active EE | $356 | $3,194-88.9% | $5,680-93.7% | $5,017-92.9% |
| Admin fee / account holder | $74 | $153-51.6% | $13,210-99.4% | $145-49.1% |