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 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $51,350 |
Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Advisory (Plan) | $28,000 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 59 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder Servicing | $10 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,768 | $36,806+10.8% | $69,647-41.5% | $77,643-47.5% |
| Participation rate | 85.8% | 64.4%+21.4pp | 66.5%+19.4pp | 70.6%+15.2pp |
| Annual return | 10.09% | 38.81%-28.7pp | 100.48%-90.4pp | 31.24%-21.1pp |
| Employer contribution / active EE | $0 | $1,257-100.0% | $1,712-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $4,110 | $2,738+50.1% | $2,886+42.4% | $4,647-11.6% |
| Admin fee / account holder | $163 | $507-67.9% | $4,713-96.6% | $430-62.2% |