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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,067 |
Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $14,629 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,888 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,241 | $65,435-24.7% | $86,677-43.2% | $66,914-26.4% |
| Participation rate | 96.5% | 75.5%+21.0pp | 76.6%+19.9pp | 69.8%+26.7pp |
| Annual return | -18.71% | -10.89%-7.8pp | 35.91%-54.6pp | 1.58%-20.3pp |
| Employer contribution / active EE | $2,484 | $2,153+15.4% | $2,836-12.4% | $2,544-2.4% |
| Participant deferral / active EE | $5,771 | $4,100+40.7% | $4,656+24.0% | $4,237+36.2% |
| Admin fee / account holder | $316 | $642-50.7% | $7,493-95.8% | $593-46.7% |