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 | $10,464 |
Service code 27 PO BOX 3430 · CARMEL, IN 46082 | Advisory (Plan) | $6,050 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,266 |
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 | $24,254 | $86,929-72.1% | $102,423-76.3% | $80,856-70.0% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 14.06% | 18.88%-4.8pp | 29.32%-15.3pp | 35.59%-21.5pp |
| Employer contribution / active EE | $1,905 | $2,369-19.6% | $3,023-37.0% | $2,755-30.8% |
| Participant deferral / active EE | $2,372 | $4,118-42.4% | $5,053-53.1% | $4,296-44.8% |
| Admin fee / account holder | $179 | $8,049-97.8% | $9,451-98.1% | $6,918-97.4% |