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 | $46,628 |
BAKER TILLY US, LLP9 years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 2599 WILMINGTON RD · NEW CASTLE, PA 16105 | Accounting | $19,539 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,234 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $50,340 | $59,417-15.3% | $93,606-46.2% | $74,495-32.4% |
| Participation rate | 88.7% | 59.7%+29.0pp | 68.7%+20.0pp | 67.2%+21.5pp |
| Annual return | 10.56% | 81.83%-71.3pp | 133.20%-122.6pp | 1364.94%-1354.4pp |
| Employer contribution / active EE | $1,502 | $1,264+18.9% | $2,420-37.9% | $2,623-42.7% |
| Participant deferral / active EE | $6,066 | $3,050+98.9% | $4,411+37.5% | $4,346+39.6% |
| Admin fee / account holder | $260 | $3,021-91.4% | $8,285-96.9% | $1,942-86.6% |