Filed February 6, 2026 (most recent of 4 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $27,805 |
ASCENSUS LLC2 years Filed as: ASCENSUS INC Service code 99 1102 CHESTNUT HILLS PARKWAY · FORT WAYNE, IN 46814 | Other Fees | $7,324 |
ASCENSUS LLC2 years Filed as: ASCENSUS HOLDINGS INC DBA FUTUREPLA Service code 13 101 W BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $3,420 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $339 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $76,103 | $91,621-16.9% | $67,511+12.7% | $77,671-2.0% |
| Participation rate | 50.7% | 76.0%-25.3pp | 72.9%-22.2pp | 70.6%-19.9pp |
| Annual return | 16.46% | 14.87%+1.6pp | 3517.41%-3500.9pp | 31.21%-14.8pp |
| Employer contribution / active EE | $1,437 | $3,184-54.9% | $2,733-47.4% | $2,726-47.3% |
| Participant deferral / active EE | $2,352 | $3,906-39.8% | $4,000-41.2% | $4,648-49.4% |
| Admin fee / account holder | $87 | $176-50.4% | $3,999-97.8% | $430-79.7% |