Filed October 13, 2025 (most recent of 2 filings on file)
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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $124,181 |
Filed as: GALLAGHER BENEFIT SERVICES INC DBA Service code 27 1100 SUPERIOR AVE STE 1700 · CLEVELAND, OH 44114 | Advisory (Plan) | $30,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,742 | $129,021-49.0% | $184,203-64.3% | $77,643-15.3% |
| Participation rate | 98.7% | 87.3%+11.4pp | 86.8%+11.9pp | 70.6%+28.2pp |
| Annual return | 25.12% | 33.27%-8.2pp | 28.81%-3.7pp | 31.24%-6.1pp |
| Employer contribution / active EE | $3,880 | $4,413-12.1% | $6,427-39.6% | $2,726+42.3% |
| Participant deferral / active EE | $5,543 | $7,297-24.0% | $9,131-39.3% | $4,647+19.3% |
| Admin fee / account holder | $187 | $254-26.4% | $13,901-98.7% | $430-56.6% |