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 | $36,031 |
MARINER LLC3 years Filed as: MARINER WEALTH ADVISORS, LLC Service code 27 5700 W 112TH STREET STE. 500 · OVERLAND PARKS, KS 66211 | Advisory (Plan) | $30,802 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,409 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,038 | $47,126-51.1% | $149,673-84.6% | $74,419-69.0% |
| Participation rate | 87.1% | 63.4%+23.7pp | 78.8%+8.3pp | 70.7%+16.3pp |
| Annual return | 15.51% | 22.75%-7.2pp | 134.42%-118.9pp | 34.38%-18.9pp |
| Employer contribution / active EE | $996 | $1,905-47.7% | $4,818-79.3% | $2,637-62.2% |
| Participant deferral / active EE | $1,493 | $2,728-45.3% | $5,680-73.7% | $4,528-67.0% |
| Admin fee / account holder | $167 | $343-51.3% | $13,210-98.7% | $348-52.0% |