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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $52,269 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $20,531 |
MULTNOMAH GROUP2 years Filed as: MULTNOMAH GROUP INC. Service code 27 PO BOX 4500 UNIT 38 · PORTLAND, OR 97208 | Advisory (Plan) | $15,000 |
Filed as: INDEPENDENT RETIREMENT CONSULTING, Service code 13 6500 S MACADAM AVE, SUITE 100 · PORTLAND, OR 97239 | Contract Administrator | $4,882 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,179 | $101,317-55.4% | $146,958-69.3% | $74,495-39.4% |
| Participation rate | 77.5% | 75.5%+1.9pp | 82.2%-4.7pp | 67.2%+10.3pp |
| Annual return | 15.37% | 8730.91%-8715.5pp | 418.34%-403.0pp | 1364.94%-1349.6pp |
| Employer contribution / active EE | $3,701 | $3,810-2.9% | $4,933-25.0% | $2,623+41.1% |
| Participant deferral / active EE | $7,571 | $7,303+3.7% | $8,070-6.2% | $4,346+74.2% |
| Admin fee / account holder | $329 | $1,739-81.1% | $12,998-97.5% | $1,942-83.1% |