Filed July 23, 2026 (most recent of 2 filings on file)
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 | $145,964 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $109,840 |
Filed as: BLUE & CO LLC Service code 10 250 W MAIN ST · LEXINGTON, KY 40507 | Accounting | $17,500 |
SA STONE WEALTH MANAGEMENT7 years Service code 27 2 PERIMETER PARK · BIRMINGHAM, AL 35243 | Advisory (Plan) | $17,500 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL, LLC Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $12,500 |
Filed as: SCHNEIDER MALE & STRAKOWSKI CO EA Service code 99 PO BOX 128 · MIAMITOWN, OH 45041 | Other Fees | $8,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,024 | $50,982-37.2% | $154,803-79.3% | $85,563-62.6% |
| Participation rate | 94.1% | 59.8%+34.4pp | 78.1%+16.1pp | 66.0%+28.2pp |
| Annual return | 13.28% | 30.35%-17.1pp | 58.88%-45.6pp | 31.51%-18.2pp |
| Employer contribution / active EE | $1,320 | $1,708-22.7% | $4,305-69.3% | $2,654-50.2% |
| Participant deferral / active EE | $3,059 | $2,474+23.7% | $5,540-44.8% | $4,375-30.1% |
| Admin fee / account holder | $239 | $846-71.7% | $14,329-98.3% | $834-71.3% |