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 | $40,320 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $28,792 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON LARSON ALLEN WEALTH ADVISOR Service code 27 1301 W 22ND STREET · OAK BROOK, IL 60523 | Advisory (Plan) | $28,104 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $30,968 | $73,867-58.1% | $143,757-78.5% | $68,494-54.8% |
| Participation rate | 97.3% | 66.7%+30.6pp | 80.3%+17.0pp | 67.9%+29.4pp |
| Annual return | -15.99% | 1.01%-17.0pp | -0.04%-15.9pp | -7.84%-8.1pp |
| Employer contribution / active EE | $3,860 | $3,184+21.2% | $4,951-22.0% | $2,596+48.7% |
| Participant deferral / active EE | $1,442 | $3,384-57.4% | $5,637-74.4% | $4,027-64.2% |
| Admin fee / account holder | $432 | $5,755-92.5% | $14,673-97.1% | $5,403-92.0% |