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 | $54,402 |
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $29,235 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,321 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $20,043 | $28,956-30.8% | $71,735-72.1% | $64,808-69.1% |
| Participation rate | 93.0% | 65.2%+27.8pp | 62.3%+30.7pp | 71.5%+21.5pp |
| Annual return | -16.58% | -7.39%-9.2pp | 9.14%-25.7pp | 32.82%-49.4pp |
| Employer contribution / active EE | $0 | $1,159-100.0% | $1,704-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $2,508 | $2,686-6.6% | $2,658-5.6% | $4,310-41.8% |
| Admin fee / account holder | $157 | $124+26.0% | $3,974-96.1% | $188-16.5% |