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 7-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 | $30,691 |
Filed as: FIFTH THIRD BANK Service code 27 38 FOUNTAIN SQ PLZ CINCINNATI OH · CINCINNATI, OH 45263 | Advisory (Plan) | $14,151 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $92 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,389 | $71,516+26.4% | $98,439-8.2% | $71,457+26.5% |
| Participation rate | 92.3% | 72.7%+19.6pp | 75.2%+17.1pp | 67.9%+24.3pp |
| Annual return | 26.04% | 32.41%-6.4pp | 21.16%+4.9pp | 28.85%-2.8pp |
| Employer contribution / active EE | $2,315 | $2,399-3.5% | $3,048-24.1% | $2,588-10.5% |
| Participant deferral / active EE | $4,501 | $4,109+9.6% | $4,738-5.0% | $4,289+5.0% |
| Admin fee / account holder | $193 | $1,675-88.5% | $8,948-97.8% | $1,587-87.9% |