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 7-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 CO. OF AM Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,483 |
Service code 27 4800 DEER LAKE DR. E FL 1 · JACKSONVILLE, FL 322466484 | Advisory (Plan) | $17,233 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12,646 |
ERISA SERVICES, INC.4 years Service code 13 P.O. BOX 24628 · KNOXVILLE, TN 37933 | Contract Administrator | $5,350 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $42,382 | $73,360-42.2% | $177,989-76.2% | $74,495-43.1% |
| Participation rate | 93.7% | 66.6%+27.1pp | 77.1%+16.6pp | 67.2%+26.5pp |
| Annual return | 10.39% | 17.49%-7.1pp | 294.48%-284.1pp | 1364.94%-1354.6pp |
| Employer contribution / active EE | $0 | $2,216-100.0% | $3,949-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $6,408 | $4,513+42.0% | $6,276+2.1% | $4,346+47.5% |
| Admin fee / account holder | $235 | $1,808-87.0% | $10,363-97.7% | $1,942-87.9% |