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 | $45,586 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $28,863 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,659 |
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 | $19,429 | $44,764-56.6% | $68,791-71.8% | $64,808-70.0% |
| Participation rate | 93.1% | 64.8%+28.3pp | 69.0%+24.1pp | 71.5%+21.6pp |
| Annual return | -19.37% | -10.91%-8.5pp | -6.38%-13.0pp | 32.82%-52.2pp |
| Employer contribution / active EE | $743 | $1,775-58.2% | $2,655-72.0% | $2,506-70.4% |
| Participant deferral / active EE | $4,632 | $3,238+43.0% | $3,941+17.5% | $4,310+7.5% |
| Admin fee / account holder | $174 | $151+15.3% | $4,932-96.5% | $188-7.1% |