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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $36,884 |
MMA SECURITIES LLC1 year Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $22,029 |
Service code 13 ONE RAYMOND DRIVE, SUITE 7 · HAVERTOWN, PA 19083 | Contract Administrator | $14,220 |
LPL FINANCIAL9 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $4,745 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,259 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $57,668 | $94,625-39.1% | $116,228-50.4% | $84,808-32.0% |
| Participation rate | 97.6% | 70.4%+27.2pp | 74.6%+23.1pp | 68.3%+29.3pp |
| Annual return | 15.76% | 20.40%-4.6pp | 90.06%-74.3pp | 40.90%-25.1pp |
| Employer contribution / active EE | $2,406 | $2,347+2.5% | $2,994-19.6% | $2,631-8.5% |
| Participant deferral / active EE | $4,729 | $3,972+19.1% | $4,953-4.5% | $4,212+12.3% |
| Admin fee / account holder | $333 | $10,091-96.7% | $11,989-97.2% | $7,344-95.5% |