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 | $43,721 |
LPL FINANCIAL6 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $34,960 |
Service code 29 1 RAYMOND DRIVE - SUITE 7 · HAVERTOWN, PA 19038 | Legal | $10,650 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,150 | $65,061+38.6% | $143,757-37.3% | $66,914+34.7% |
| Participation rate | 54.3% | 65.2%-10.8pp | 80.3%-26.0pp | 69.8%-15.5pp |
| Annual return | -21.50% | -11.14%-10.4pp | -0.04%-21.5pp | 1.58%-23.1pp |
| Employer contribution / active EE | $1,820 | $2,361-22.9% | $4,951-63.2% | $2,544-28.5% |
| Participant deferral / active EE | $3,553 | $2,919+21.7% | $5,637-37.0% | $4,237-16.1% |
| Admin fee / account holder | $649 | $502+29.2% | $14,673-95.6% | $593+9.3% |