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 6-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 | $51,800 |
MMA SECURITIES LLC1 year Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $12,195 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $9,220 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,530 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $25,286 | $95,274-73.5% | $135,903-81.4% | $74,419-66.0% |
| Participation rate | 93.4% | 78.2%+15.2pp | 81.9%+11.5pp | 70.7%+22.6pp |
| Annual return | 36.13% | 32.77%+3.4pp | 68.23%-32.1pp | 34.38%+1.7pp |
| Employer contribution / active EE | $2,114 | $3,874-45.4% | $4,856-56.5% | $2,637-19.8% |
| Participant deferral / active EE | $8,512 | $7,782+9.4% | $7,758+9.7% | $4,528+88.0% |
| Admin fee / account holder | $169 | $266-36.5% | $10,762-98.4% | $348-51.4% |