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 ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $52,075 |
EQUITABLE ADVISORS LLC5 years Service code 55 1290 AVENUE OF THE AMERICAS · NEW YORK, NY 10104 | Other Commissions | $48,870 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $46,991 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $13,804 |
23 funds of $250K or more; 29 lines in all, holding $29.1M of the plan's $30.1M. From the 2024 filing. Recordkeeper: Empower.
Target-date series: Putnam Retirement Advantage, mutual fund, 7% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| State Street S&P 500 Index NL Ser N State Street (SSgA) · Mutual fund Index | $4.5M | 15.4% |
| contract: Empower Key Guaranteed Portfolio Fund Empower · Insurance contract Recordkeeper's own fund | $3.4M | 11.7% |
| Blackrock U.S. Debt Index Fund R BlackRock · Collective trust Index | $3.0M | 10.3% |
| Putnam Retirement Advantage Franklin Templeton · Mutual fund Target-date, 9 vintages | $2.1M | 7.4% |
| Ssga Russell Small Cap Index Fd Class S State Street (SSgA) · Mutual fund Index | $1.8M | 6.3% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $1.8M | 6.1% |
| State Street State St Intl Indx NL CL C State Street (SSgA) · Mutual fund IndexPossible retail class C | $1.6M | 5.4% |
| MFS International Stock R1 MFS (Sun Life) · Mutual fund Possible retail class R1 | $1.5M | 5.1% |
| American Century Large Cap Growth Fund IV Fee class R1 American Century · Mutual fund Possible retail class R1 | $1.4M | 4.8% |
| Large Cap Growth Fund II Fee Class R1 Manager not matched · Mutual fund Possible retail class R1 | $1.4M | 4.7% |
See the other 19 lines in this lineup with Solo.
Solo shows every fund in this plan's lineup and every change since the prior filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,000 | $88,890-1.0% | $102,423-14.1% | $77,643+13.3% |
| Participation rate | 27.8% | 80.9%-53.1pp | 76.5%-48.7pp | 70.6%-42.8pp |
| Annual return | 11.15% | 24.98%-13.8pp | 29.32%-18.2pp | 31.24%-20.1pp |
| Employer contribution / active EE | $1,168 | $2,698-56.7% | $3,023-61.4% | $2,726-57.2% |
| Participant deferral / active EE | $2,316 | $5,145-55.0% | $5,053-54.2% | $4,647-50.2% |
| Admin fee / account holder | $330 | $235+40.2% | $9,451-96.5% | $430-23.3% |