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 | $54,451 |
AMERICAN REALTY ADVISORS5 years Filed as: THE AMERICAN AUDITORS GROUP LLC Service code 10 PO BOX 48056 · SPOKANE, WA 99228 | Accounting | $6,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,629 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,946 | $54,193-52.1% | $93,606-72.3% | $77,643-66.6% |
| Participation rate | 90.4% | 63.9%+26.4pp | 68.7%+21.7pp | 70.6%+19.8pp |
| Annual return | 13.40% | 30.54%-17.1pp | 133.20%-119.8pp | 31.24%-17.8pp |
| Employer contribution / active EE | $502 | $1,168-57.0% | $2,420-79.3% | $2,726-81.6% |
| Participant deferral / active EE | $3,558 | $3,144+13.2% | $4,411-19.3% | $4,647-23.4% |
| Admin fee / account holder | $141 | $576-75.5% | $8,285-98.3% | $430-67.2% |