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 | $22,534 |
Service code 27 9855 W 78TH ST STE 100 · EDEN PRAIRIE, MN 55344 | Advisory (Plan) | $19,790 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,335 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $55,113 | $89,753-38.6% | $107,525-48.7% | $84,808-35.0% |
| Participation rate | 85.9% | 68.1%+17.8pp | 75.1%+10.8pp | 68.3%+17.6pp |
| Annual return | 16.54% | 29.48%-12.9pp | 181.32%-164.8pp | 40.90%-24.4pp |
| Employer contribution / active EE | $1,263 | $3,113-59.4% | $3,754-66.3% | $2,631-52.0% |
| Participant deferral / active EE | $5,489 | $4,056+35.3% | $5,116+7.3% | $4,212+30.3% |
| Admin fee / account holder | $384 | $7,222-94.7% | $8,919-95.7% | $7,344-94.8% |