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 5-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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,718 |
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $10,520 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,395 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $24,736 | $91,407-72.9% | $135,903-81.8% | $71,457-65.4% |
| Participation rate | 59.2% | 75.7%-16.5pp | 81.9%-22.7pp | 67.9%-8.7pp |
| Annual return | 47.26% | 29.90%+17.4pp | 68.23%-21.0pp | 28.85%+18.4pp |
| Employer contribution / active EE | $3,575 | $3,703-3.5% | $4,856-26.4% | $2,588+38.1% |
| Participant deferral / active EE | $9,473 | $7,092+33.6% | $7,758+22.1% | $4,289+120.9% |
| Admin fee / account holder | $190 | $1,266-85.0% | $10,762-98.2% | $1,587-88.0% |