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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,660 |
HAYS FINANCIAL GROUP2 years Filed as: THE HAYS FINANCIAL GROUP, LLC Service code 27 80 S 8TH STREET · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $8,188 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,062 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,323 | $64,119-80.8% | $112,228-89.0% | $66,914-81.6% |
| Participation rate | 91.1% | 68.5%+22.6pp | 75.1%+16.1pp | 69.8%+21.3pp |
| Annual return | -18.33% | -13.81%-4.5pp | 27.45%-45.8pp | 1.58%-19.9pp |
| Employer contribution / active EE | $1,084 | $3,005-63.9% | $3,635-70.2% | $2,544-57.4% |
| Participant deferral / active EE | $5,502 | $3,693+49.0% | $4,728+16.4% | $4,237+29.8% |
| Admin fee / account holder | $208 | $625-66.7% | $6,410-96.8% | $593-64.9% |