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 5-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 | $29,644 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,257 |
MMA SECURITIES LLC1 year Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $6,174 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,746 | $46,292-1.2% | $143,757-68.2% | $64,808-29.4% |
| Participation rate | 70.1% | 64.2%+5.8pp | 80.3%-10.3pp | 71.5%-1.4pp |
| Annual return | -15.99% | -10.05%-5.9pp | -0.04%-15.9pp | 32.82%-48.8pp |
| Employer contribution / active EE | $931 | $1,910-51.3% | $4,951-81.2% | $2,506-62.9% |
| Participant deferral / active EE | $5,283 | $2,646+99.7% | $5,637-6.3% | $4,310+22.6% |
| Admin fee / account holder | $137 | $154-11.2% | $14,673-99.1% | $188-27.3% |