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 LIFE AND ANNUITY Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $32,414 |
AB FUNDS3 years Filed as: ALLIANCEBERNSTEIN LP Service code 27 1345 AVENUE OF THE AMERICAS · NEW YORK, NY 10105 | Advisory (Plan) | $31,268 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $76,016 | $101,317-25.0% | $146,958-48.3% | $74,495+2.0% |
| Participation rate | 76.5% | 75.5%+1.0pp | 82.2%-5.6pp | 67.2%+9.3pp |
| Annual return | 18.13% | 8730.91%-8712.8pp | 418.34%-400.2pp | 1364.94%-1346.8pp |
| Employer contribution / active EE | $1,798 | $3,810-52.8% | $4,933-63.5% | $2,623-31.4% |
| Participant deferral / active EE | $8,778 | $7,303+20.2% | $8,070+8.8% | $4,346+102.0% |
| Admin fee / account holder | $352 | $1,739-79.8% | $12,998-97.3% | $1,942-81.9% |