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 | $28,646 |
ONLINE TRANSPORT INC1 year Service code 99 6311 W STONER DR · GREENFIELD, IN 46140 | Other Fees | $15,750 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,346 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $31,058 | $55,416-44.0% | $75,972-59.1% | $77,643-60.0% |
| Participation rate | 29.5% | 63.6%-34.1pp | 69.1%-39.6pp | 70.6%-41.1pp |
| Annual return | 16.22% | 17.07%-0.9pp | 359.55%-343.3pp | 31.24%-15.0pp |
| Employer contribution / active EE | $417 | $1,788-76.7% | $2,685-84.5% | $2,726-84.7% |
| Participant deferral / active EE | $1,322 | $3,447-61.6% | $4,255-68.9% | $4,647-71.5% |
| Admin fee / account holder | $187 | $414-54.7% | $6,467-97.1% | $430-56.4% |