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 |
|---|---|---|
CETERA ADVISOR NETWORKS LLC7 years Service code 27 2301 ROSECRANS AVENUE #5100 · EL SEGUNDO, CA 902455670 | Advisory (Plan) | $110,555 |
Filed as: EMPOWER ANNUITY INSUR CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $92,721 |
Service code 13 7365 KIRKWOOD COURT N SUITE 200 · MAPLE GROVE, MN 55369 | Contract Administrator | $19,648 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11,602 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,183 | $79,124+30.4% | $60,874+69.5% | $64,808+59.2% |
| Participation rate | 86.9% | 77.7%+9.2pp | 73.1%+13.8pp | 71.5%+15.5pp |
| Annual return | -16.21% | -7.13%-9.1pp | 16.90%-33.1pp | 32.82%-49.0pp |
| Employer contribution / active EE | $2,551 | $3,050-16.4% | $2,701-5.6% | $2,506+1.8% |
| Participant deferral / active EE | $8,006 | $3,725+114.9% | $3,817+109.8% | $4,310+85.7% |
| Admin fee / account holder | $457 | $106+332.3% | $3,224-85.8% | $188+143.2% |