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 | $45,134 |
BAKER TILLY US, LLP8 years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 4807 INNOVATE LN · MADISON, WI 53718 | Accounting | $16,275 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,555 |
Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $400 |
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 | $46,934 | $54,701-14.2% | $86,188-45.5% | $71,457-34.3% |
| Participation rate | 85.9% | 60.1%+25.8pp | 69.0%+16.9pp | 67.9%+18.0pp |
| Annual return | 13.93% | 20.06%-6.1pp | 1168.45%-1154.5pp | 28.85%-14.9pp |
| Employer contribution / active EE | $1,559 | $1,265+23.2% | $2,380-34.5% | $2,588-39.8% |
| Participant deferral / active EE | $6,292 | $3,108+102.4% | $3,985+57.9% | $4,289+46.7% |
| Admin fee / account holder | $233 | $1,922-87.9% | $6,852-96.6% | $1,587-85.3% |