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 | $12,771 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,511 |
ASCENSUS LLC3 years Filed as: FUTUREPLAN BY ASCENSUS Service code 13 101 W BROADWAY · SAN DIEGO, CA 92101 | Contract Administrator | $7,888 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,533 | $60,323+30.2% | $81,812-4.0% | $74,495+5.4% |
| Participation rate | 95.3% | 62.9%+32.5pp | 72.3%+23.0pp | 67.2%+28.1pp |
| Annual return | 13.32% | 16.90%-3.6pp | 773.79%-760.5pp | 1364.94%-1351.6pp |
| Employer contribution / active EE | $3,879 | $2,620+48.1% | $2,912+33.2% | $2,623+47.9% |
| Participant deferral / active EE | $5,772 | $3,387+70.4% | $4,319+33.6% | $4,346+32.8% |
| Admin fee / account holder | $108 | $1,486-92.7% | $7,386-98.5% | $1,942-94.4% |