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 | $40,498 |
CREATIVE PLANNING LLC3 years Service code 27 5440 W 110TH ST STE 102 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $24,895 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,625 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,552 | $78,485-50.9% | $106,213-63.7% | $74,495-48.2% |
| Participation rate | 94.8% | 72.8%+22.0pp | 75.3%+19.5pp | 67.2%+27.6pp |
| Annual return | 10.26% | 15.95%-5.7pp | 116.14%-105.9pp | 1364.94%-1354.7pp |
| Employer contribution / active EE | $2,441 | $2,523-3.2% | $3,171-23.0% | $2,623-6.9% |
| Participant deferral / active EE | $4,833 | $4,322+11.8% | $5,016-3.6% | $4,346+11.2% |
| Admin fee / account holder | $274 | $2,232-87.7% | $11,033-97.5% | $1,942-85.9% |