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 | $31,042 |
MMA SECURITIES LLC2 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $30,000 |
BURKERT USA CORP1 year Service code 99 11425 MT HOLLY-HUNTERSVILLE RD · HUNTERSVILLE, NC 28078 | Other Fees | $13,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,122 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,416 | $79,171+52.1% | $102,423+17.6% | $74,495+61.6% |
| Participation rate | 98.8% | 74.8%+24.0pp | 76.5%+22.3pp | 67.2%+31.6pp |
| Annual return | 15.11% | 54.93%-39.8pp | 29.32%-14.2pp | 1364.94%-1349.8pp |
| Employer contribution / active EE | $5,973 | $2,362+152.9% | $3,023+97.6% | $2,623+127.7% |
| Participant deferral / active EE | $9,872 | $4,415+123.6% | $5,053+95.4% | $4,346+127.2% |
| Admin fee / account holder | $368 | $2,001-81.6% | $9,451-96.1% | $1,942-81.0% |