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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.
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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 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $68,700 |
CAPFINANCIAL PARTNERS LLC5 years Service code 27 · EIN 26-0058143 4208 SIX FORKS ROAD, SUITE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $67,239 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $34,395 |
MANER COSTERISAN10+ years Service code 10 · EIN 38-2157642 2425 E GRAND RIVER AVE, STE 1 · LANSING, MI 48912 | Accounting | $16,800 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $280,481 | $106,028+164.5% | $146,958+90.9% | $77,643+261.2% |
| Participation rate | 97.2% | 78.4%+18.9pp | 82.2%+15.1pp | 70.6%+26.7pp |
| Annual return | 12.44% | 56.73%-44.3pp | 418.34%-405.9pp | 31.24%-18.8pp |
| Employer contribution / active EE | $12,919 | $4,063+218.0% | $4,933+161.9% | $2,726+373.9% |
| Participant deferral / active EE | $11,535 | $7,990+44.4% | $8,070+42.9% | $4,647+148.2% |
| Admin fee / account holder | $175 | $337-48.3% | $12,998-98.7% | $430-59.4% |