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 ANNUITY INSURANCE COMPANY Service code 64 | Recordkeeping Fees | $165,146 |
Service code 33 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Securities brokerage; Other fees | $144,356 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 | Investment Management | $42,209 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,350 | $128,899-38.4% | $113,168-29.9% | $102,872-22.9% |
| Participation rate | 99.3% | 87.0%+12.3pp | 76.6%+22.7pp | 73.0%+26.3pp |
| Annual return | 23.32% | 15.88%+7.4pp | 24.27%-0.9pp | 19.06%+4.3pp |
| Employer contribution / active EE | $5,631 | $3,713+51.7% | $2,975+89.3% | $3,526+59.7% |
| Participant deferral / active EE | $10,808 | $6,787+59.2% | $5,107+111.6% | $5,535+95.3% |
| Admin fee / account holder | $165 | $129+27.2% | $12,068-98.6% | $292-43.7% |