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 |
|---|---|---|
Service code 25 PO BOX 986 1100 W ST GERMAIN ST · ST CLOUD, MN 56301 | Directed Trustee | $43,267 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,468 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,492 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,227 | $47,126-21.0% | $149,673-75.1% | $74,419-50.0% |
| Participation rate | 96.3% | 63.4%+32.9pp | 78.8%+17.5pp | 70.7%+25.6pp |
| Annual return | 19.48% | 22.75%-3.3pp | 134.42%-114.9pp | 34.38%-14.9pp |
| Employer contribution / active EE | $2,320 | $1,905+21.7% | $4,818-51.8% | $2,637-12.0% |
| Participant deferral / active EE | $2,673 | $2,728-2.0% | $5,680-52.9% | $4,528-41.0% |
| Admin fee / account holder | $138 | $343-59.9% | $13,210-99.0% | $348-60.5% |