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 | $11,108 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,078 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,253 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,397 | $65,435-61.2% | $86,677-70.7% | $66,914-62.0% |
| Participation rate | 57.4% | 75.5%-18.0pp | 76.6%-19.1pp | 69.8%-12.4pp |
| Annual return | -6.57% | -10.89%+4.3pp | 35.91%-42.5pp | 1.58%-8.1pp |
| Employer contribution / active EE | $947 | $2,153-56.0% | $2,836-66.6% | $2,544-62.8% |
| Participant deferral / active EE | $2,028 | $4,100-50.5% | $4,656-56.4% | $4,237-52.1% |
| Admin fee / account holder | $224 | $642-65.0% | $7,493-97.0% | $593-62.2% |