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 ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $57,074 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $36,021 |
Filed as: FIFTH THIRD BANK Service code 27 38 FOUNTAIN SQ PLZ · CINCINNATI, OH 45263 | Advisory (Plan) | $9,919 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $53,418 | $42,353+26.1% | $79,550-32.8% | $64,808-17.6% |
| Participation rate | 59.3% | 64.8%-5.4pp | 69.5%-10.2pp | 71.5%-12.2pp |
| Annual return | -15.11% | -12.24%-2.9pp | 0.16%-15.3pp | 32.82%-47.9pp |
| Employer contribution / active EE | $349 | $1,181-70.5% | $2,413-85.5% | $2,506-86.1% |
| Participant deferral / active EE | $3,073 | $3,170-3.1% | $3,985-22.9% | $4,310-28.7% |
| Admin fee / account holder | $354 | $160+121.6% | $6,832-94.8% | $188+88.3% |