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 6-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 | $83,448 |
LPL FINANCIAL3 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $22,781 |
MANN ASSOCIATES, INC.2 years Filed as: MANN EYE CENTER PA Service code 99 2316 TIMBER SHADOWS DR STE 208 · KINGWOOD, TX 77339 | Other Fees | $10,500 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $5,016 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $479 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,804 | $50,815+13.8% | $155,509-62.8% | $77,643-25.6% |
| Participation rate | 95.6% | 63.1%+32.5pp | 78.2%+17.4pp | 70.6%+25.0pp |
| Annual return | 14.17% | 34.80%-20.6pp | 64.67%-50.5pp | 31.24%-17.1pp |
| Employer contribution / active EE | $1,668 | $1,993-16.3% | $4,672-64.3% | $2,726-38.8% |
| Participant deferral / active EE | $4,298 | $2,822+52.3% | $5,626-23.6% | $4,647-7.5% |
| Admin fee / account holder | $272 | $437-37.7% | $15,912-98.3% | $430-36.8% |