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 99 PO BOX 986 1100 W ST GERMAIN ST · ST CLOUD, MN 56301 | Other Fees | $14,159 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,902 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,589 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,772 | $86,929-51.9% | $102,423-59.2% | $80,856-48.3% |
| Participation rate | 71.6% | 72.4%-0.8pp | 76.5%-4.9pp | 67.6%+4.0pp |
| Annual return | 12.56% | 18.88%-6.3pp | 29.32%-16.8pp | 35.59%-23.0pp |
| Employer contribution / active EE | $1,440 | $2,369-39.2% | $3,023-52.4% | $2,755-47.7% |
| Participant deferral / active EE | $3,469 | $4,118-15.8% | $5,053-31.3% | $4,296-19.2% |
| Admin fee / account holder | $401 | $8,049-95.0% | $9,451-95.8% | $6,918-94.2% |