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 | $45,418 |
Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 27 LOCKBOX 28025 · CHICAGO, IL 60673 | Advisory (Plan) | $29,941 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,418 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,845 | $54,193+38.1% | $93,606-20.0% | $77,643-3.6% |
| Participation rate | 97.1% | 63.9%+33.1pp | 68.7%+28.4pp | 70.6%+26.5pp |
| Annual return | 11.78% | 30.54%-18.8pp | 133.20%-121.4pp | 31.24%-19.5pp |
| Employer contribution / active EE | $2,491 | $1,168+113.3% | $2,420+2.9% | $2,726-8.6% |
| Participant deferral / active EE | $7,553 | $3,144+140.3% | $4,411+71.2% | $4,647+62.5% |
| Admin fee / account holder | $178 | $576-69.1% | $8,285-97.9% | $430-58.6% |