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 7-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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $59,020 |
TSC 401K2 years Service code 13 · EIN 41-0955056 7365 KIRKWOOD CT N SUITE 200 · MAPLE GROVE, MN 55369 | Contract Administrator | $31,243 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $13,492 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,049 | $50,982-56.8% | $154,803-85.8% | $85,563-74.2% |
| Participation rate | 41.3% | 59.8%-18.5pp | 78.1%-36.8pp | 66.0%-24.7pp |
| Annual return | 17.05% | 30.35%-13.3pp | 58.88%-41.8pp | 31.51%-14.5pp |
| Employer contribution / active EE | $895 | $1,708-47.6% | $4,305-79.2% | $2,654-66.3% |
| Participant deferral / active EE | $1,673 | $2,474-32.4% | $5,540-69.8% | $4,375-61.8% |
| Admin fee / account holder | $234 | $846-72.3% | $14,329-98.4% | $834-71.9% |