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 | $72,176 |
MMA SECURITIES LLC2 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $31,954 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11,299 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $30,535 | $106,028-71.2% | $146,958-79.2% | $77,643-60.7% |
| Participation rate | 68.4% | 78.4%-10.0pp | 82.2%-13.8pp | 70.6%-2.2pp |
| Annual return | 18.98% | 56.73%-37.8pp | 418.34%-399.4pp | 31.24%-12.3pp |
| Employer contribution / active EE | $5 | $4,063-99.9% | $4,933-99.9% | $2,726-99.8% |
| Participant deferral / active EE | $8,129 | $7,990+1.7% | $8,070+0.7% | $4,647+74.9% |
| Admin fee / account holder | $247 | $337-26.8% | $12,998-98.1% | $430-42.6% |