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 |
|---|---|---|
UBS FINANCIAL SERVICES INC3 years Service code 27 PO BOX 198928 · NASHVILLE, TN 37238 | Advisory (Plan) | $42,370 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $27,854 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,686 |
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 | $76,707 | $57,831+32.6% | $82,389-6.9% | $85,563-10.4% |
| Participation rate | 84.8% | 55.0%+29.8pp | 69.5%+15.2pp | 66.0%+18.8pp |
| Annual return | 14.78% | 17.86%-3.1pp | 28.67%-13.9pp | 31.51%-16.7pp |
| Employer contribution / active EE | $652 | $1,643-60.3% | $2,517-74.1% | $2,654-75.4% |
| Participant deferral / active EE | $3,553 | $3,118+14.0% | $4,155-14.5% | $4,375-18.8% |
| Admin fee / account holder | $209 | $1,391-85.0% | $7,231-97.1% | $834-74.9% |