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 INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $65,641 |
EQUITABLE ADVISORS LLC3 years Service code 55 | Other Commissions | $54,430 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $16,977 |
EQUITABLE ADVISORS LLC3 years Filed as: EQUITABLE ADVISOR LLC Service code 55 1290 AVENUE OF THE AMERICAS 16TH FL · HARRISBURG, PA 17110 | Other Commissions | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,809 | $72,607+40.2% | $90,749+12.2% | $66,914+52.1% |
| Participation rate | 91.5% | 73.7%+17.9pp | 75.7%+15.9pp | 69.8%+21.7pp |
| Annual return | -16.05% | -12.28%-3.8pp | -12.16%-3.9pp | 1.58%-17.6pp |
| Employer contribution / active EE | $1,918 | $2,369-19.0% | $2,921-34.3% | $2,544-24.6% |
| Participant deferral / active EE | $6,623 | $3,977+66.5% | $4,564+45.1% | $4,237+56.3% |
| Admin fee / account holder | $381 | $707-46.2% | $8,445-95.5% | $593-35.8% |