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 OF AME Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $55,851 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,776 |
HUNTINGTON NATIONAL BANK2 years Service code 27 519 MADISON AVE MAD30 · TOLEDO, OH 43604 | Advisory (Plan) | $1,748 |
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 | $141,164 | $84,487+67.1% | $125,339+12.6% | $66,914+111.0% |
| Participation rate | 89.1% | 76.4%+12.6pp | 82.4%+6.7pp | 69.8%+19.2pp |
| Annual return | -11.90% | -8.39%-3.5pp | 572.05%-584.0pp | 1.58%-13.5pp |
| Employer contribution / active EE | $7,668 | $3,553+115.8% | $4,814+59.3% | $2,544+201.4% |
| Participant deferral / active EE | $9,687 | $6,781+42.8% | $7,446+30.1% | $4,237+128.6% |
| Admin fee / account holder | $340 | $685-50.4% | $10,010-96.6% | $593-42.7% |