Filed June 1, 2026 (most recent of 5 filings on file)
Total covered: 54 employees
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 9-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 | $105,589 |
Filed as: GALLAGHER BENEFIT SERVICES INC DBA Service code 27 1100 SUPERIOR AVE STE 1700 · CLEVELAND, OH 44114 | Advisory (Plan) | $50,000 |
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 | $154,214 | $92,055+67.5% | $106,213+45.2% | $77,643+98.6% |
| Participation rate | 98.0% | 81.0%+17.0pp | 75.3%+22.8pp | 70.6%+27.5pp |
| Annual return | 15.95% | 17.91%-2.0pp | 116.14%-100.2pp | 31.24%-15.3pp |
| Employer contribution / active EE | $3,399 | $3,367+0.9% | $3,171+7.2% | $2,726+24.7% |
| Participant deferral / active EE | $8,221 | $5,386+52.7% | $5,016+63.9% | $4,647+76.9% |
| Admin fee / account holder | $175 | $219-20.1% | $11,033-98.4% | $430-59.3% |