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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,569 |
VALMARK ADVISERS INC8 years Service code 27 130 SPRINGSIDE DR STE 110 · AKRON, OH 44333 | Advisory (Plan) | $16,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,713 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,599 | $55,415-44.8% | $155,509-80.3% | $74,495-58.9% |
| Participation rate | 87.9% | 61.9%+26.0pp | 78.2%+9.7pp | 67.2%+20.7pp |
| Annual return | 11.61% | 268.50%-256.9pp | 64.67%-53.1pp | 1364.94%-1353.3pp |
| Employer contribution / active EE | $1,521 | $2,267-32.9% | $4,672-67.4% | $2,623-42.0% |
| Participant deferral / active EE | $1,927 | $2,836-32.1% | $5,626-65.8% | $4,346-55.7% |
| Admin fee / account holder | $203 | $1,738-88.3% | $15,912-98.7% | $1,942-89.5% |