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 | $72,578 |
Filed as: ROYAL FUND MANAGEMENT LLC Service code 27 | Advisory (Plan) | $44,997 |
Filed as: MARTIN, MARTIN, RANDALL & ASSOC. Service code 13 | Contract Administrator | $8,999 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 | Investment Management | $2,492 |
Service code 13 · EIN 64-0765749 | Contract Administrator | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $94,416 | $101,317-6.8% | $146,958-35.8% | $74,495+26.7% |
| Participation rate | 88.2% | 75.5%+12.7pp | 82.2%+6.0pp | 67.2%+21.0pp |
| Annual return | 13.66% | 8730.91%-8717.2pp | 418.34%-404.7pp | 1364.94%-1351.3pp |
| Employer contribution / active EE | $3,649 | $3,810-4.2% | $4,933-26.0% | $2,623+39.1% |
| Participant deferral / active EE | $9,034 | $7,303+23.7% | $8,070+11.9% | $4,346+107.9% |
| Admin fee / account holder | $410 | $1,739-76.4% | $12,998-96.8% | $1,942-78.9% |