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 8-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 | $41,785 |
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT CO Service code 27 611 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Advisory (Plan) | $23,668 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,733 |
Annual investment return 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 | $5,668 | $106,236-94.7% | $112,228-94.9% | $64,808-91.3% |
| Participation rate | 87.3% | 71.7%+15.7pp | 75.1%+12.3pp | 71.5%+15.9pp |
| Annual return | -20.67% | -6.02%-14.7pp | 27.45%-48.1pp | 32.82%-53.5pp |
| Employer contribution / active EE | $830 | $3,166-73.8% | $3,635-77.2% | $2,506-66.9% |
| Participant deferral / active EE | $2,470 | $3,785-34.7% | $4,728-47.8% | $4,310-42.7% |
| Admin fee / account holder | $71 | $452-84.2% | $6,410-98.9% | $188-62.0% |