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 | $33,169 |
Filed as: FIFTH THIRD BANK Service code 27 38 FOUNTAIN SQ PLZ · CINCINNATI, OH 45263 | Advisory (Plan) | $16,918 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,653 |
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 | $105,645 | $78,485+34.6% | $106,213-0.5% | $74,495+41.8% |
| Participation rate | 93.2% | 72.8%+20.4pp | 75.3%+17.9pp | 67.2%+26.0pp |
| Annual return | 14.12% | 15.95%-1.8pp | 116.14%-102.0pp | 1364.94%-1350.8pp |
| Employer contribution / active EE | $2,430 | $2,523-3.7% | $3,171-23.4% | $2,623-7.4% |
| Participant deferral / active EE | $4,816 | $4,322+11.4% | $5,016-4.0% | $4,346+10.8% |
| Admin fee / account holder | $247 | $2,232-89.0% | $11,033-97.8% | $1,942-87.3% |