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 | $63,125 |
Filed as: FIDUCIARY OUTSOURCING LLC Service code 99 6930 E CHAUNCEY LN STE 120 · PHOENIX, AZ 85054 | Other Fees | $5,831 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $161 |
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 | $51,786 | $55,371-6.5% | $95,585-45.8% | $74,304-30.3% |
| Participation rate | 97.0% | 53.8%+43.2pp | 72.1%+25.0pp | 60.3%+36.7pp |
| Annual return | 19.60% | 24.26%-4.7pp | 38.56%-19.0pp | 29.43%-9.8pp |
| Employer contribution / active EE | $2,443 | $1,437+70.0% | $2,527-3.3% | $2,241+9.0% |
| Participant deferral / active EE | $9,329 | $2,955+215.7% | $4,023+131.9% | $3,767+147.6% |
| Admin fee / account holder | $140 | $2,620-94.7% | $6,127-97.7% | $2,969-95.3% |