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 CO. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $74,308 |
LPL FINANCIAL4 years Service code 27 · EIN 04-3046611 | Advisory (Plan) | $22,971 |
PENSION SERVICES, INC.8 years Service code 13 · EIN 65-0153816 | Contract Administrator | $7,260 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $72,205 | $101,317-28.7% | $146,958-50.9% | $74,495-3.1% |
| Participation rate | 72.3% | 75.5%-3.2pp | 82.2%-9.8pp | 67.2%+5.1pp |
| Annual return | 18.04% | 8730.91%-8712.9pp | 418.34%-400.3pp | 1364.94%-1346.9pp |
| Employer contribution / active EE | $854 | $3,810-77.6% | $4,933-82.7% | $2,623-67.4% |
| Participant deferral / active EE | $6,343 | $7,303-13.1% | $8,070-21.4% | $4,346+46.0% |
| Admin fee / account holder | $308 | $1,739-82.3% | $12,998-97.6% | $1,942-84.1% |