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 CO OF AME Service code 64 · EIN 84-0467907 8515 E. ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $39,708 |
OSAIC WEALTH INC1 year Service code 55 10 EXCHANGE PLACE STE 1410 · JERSEY CITY, NJ 07302 | Other Commissions | $17,779 |
Service code 13 | Contract Administrator | $8,703 |
WOODBURY FINANCIAL SERVICES9 years Service code 55 5665 PLAZA DR STE 350 · CYPRESS, CA 90630 | Other Commissions | $2,547 |
Filed as: BLUE CHIP RETIREMENT PLANS Service code 13 6737 W. WASHINGTON ST STE 1105 · MILWAUKEE, WI 53214 | Contract Administrator | $2,500 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 E ORCHARD ROAD · GREENWOOD, CO 80111 | Investment Management | $87 |
11 funds of $250K or more; 22 lines in all, holding $9.0M of the plan's $9.0M. From the 2024 filing. Recordkeeper: Empower.
Target-date series: Vanguard Target Retirement, mutual fund, 44% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 10 vintages | $4.0M | 44.1% |
| iShares S&P 500 Index Fund BlackRock · ETF Index | $1.3M | 15.0% |
| American Funds American Balanced Fund Capital Group · Mutual fund | $1.0M | 11.5% |
| Fidelity Blue Chip Growth Fund Fidelity (FMR) · Mutual fund | $509K | 5.7% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $278K | 3.1% |
| Empower Key Guaranteed Portfolio Fund Empower · Insurance contract Recordkeeper's own fund | $242K | 2.7% |
| Vanguard High-Yield Corporate Fund Admiral Shares Vanguard · Mutual fund | $232K | 2.6% |
| T. Rowe Price U.S. Equity Research Fund T. Rowe Price · Mutual fund | $211K | 2.4% |
| iShares Russell Mid-Cap Index Fund BlackRock · ETF Index | $189K | 2.1% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $176K | 2.0% |
See the other 12 lines in this lineup with Solo.
Solo shows every fund in this plan's lineup and every change since the prior filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,547 | $79,171-26.0% | $102,423-42.8% | $74,495-21.4% |
| Participation rate | 88.0% | 74.8%+13.2pp | 76.5%+11.5pp | 67.2%+20.8pp |
| Annual return | 16.63% | 54.93%-38.3pp | 29.32%-12.7pp | 1364.94%-1348.3pp |
| Employer contribution / active EE | $1,147 | $2,362-51.4% | $3,023-62.1% | $2,623-56.3% |
| Participant deferral / active EE | $4,416 | $4,4150% | $5,053-12.6% | $4,346+1.6% |
| Admin fee / account holder | $240 | $2,001-88.0% | $9,451-97.5% | $1,942-87.6% |