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 5-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 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $52,499 |
UBS FINANCIAL SERVICES INC5+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $41,929 |
RETIREMENT SOLUTIONS SPECIALISTS5+ years Service code 13 · EIN 27-0293282 | Contract Administrator | $23,417 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $740 |
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 | $49,663 | $106,028-53.2% | $146,958-66.2% | $77,643-36.0% |
| Participation rate | 90.7% | 78.4%+12.3pp | 82.2%+8.6pp | 70.6%+20.1pp |
| Annual return | 15.14% | 56.73%-41.6pp | 418.34%-403.2pp | 31.24%-16.1pp |
| Employer contribution / active EE | $4,956 | $4,063+22.0% | $4,933+0.5% | $2,726+81.8% |
| Participant deferral / active EE | $11,656 | $7,990+45.9% | $8,070+44.4% | $4,647+150.8% |
| Admin fee / account holder | $272 | $337-19.5% | $12,998-97.9% | $430-36.8% |