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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,664 |
KEMPER CPA GROUP LLP7+ years Service code 10 802 OLD WHEATLAND RD · VINCENNES, IN 47591 | Accounting | $14,645 |
Service code 55 5707 SOUTHWEST PKWY · AUSTIN, TX 78735 | Other Commissions | $5,591 |
TRIAD ADVISORS INC1 year Service code 55 5185 PEACHTREE PKWY #280 · NORCROSS, GA 300926541 | Other Commissions | $1,045 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $877 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $16,248 | $49,451-67.1% | $79,550-79.6% | $66,914-75.7% |
| Participation rate | 84.8% | 61.3%+23.5pp | 69.5%+15.3pp | 69.8%+15.0pp |
| Annual return | -18.10% | 84.25%-102.4pp | 0.16%-18.3pp | 1.58%-19.7pp |
| Employer contribution / active EE | $2,206 | $1,266+74.3% | $2,413-8.6% | $2,544-13.3% |
| Participant deferral / active EE | $958 | $3,159-69.7% | $3,985-76.0% | $4,237-77.4% |
| Admin fee / account holder | $269 | $595-54.8% | $6,832-96.1% | $593-54.7% |