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 4-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 INS CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,404 |
PROSPERA FINANCIAL SERVICES2 years Filed as: PROSPERA FINANCIAL SERVICES INC Service code 27 5429 LBJ FREEWAY STE 750 · DALLAS, TX 75240 | Advisory (Plan) | $19,201 |
LOREN D. STARK COMPANY2 years Service code 13 10101 SOUTHWEST FREEWAY, SUITE 610 · HOUSTON, TX 77074 | Contract Administrator | $11,172 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,960 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,927 | $84,556-33.9% | $116,228-51.9% | $74,304-24.7% |
| Participation rate | 63.8% | 66.0%-2.3pp | 74.6%-10.8pp | 60.3%+3.4pp |
| Annual return | 16.37% | 18.35%-2.0pp | 90.06%-73.7pp | 29.43%-13.1pp |
| Employer contribution / active EE | $1,843 | $2,168-15.0% | $2,994-38.4% | $2,241-17.7% |
| Participant deferral / active EE | $3,301 | $3,814-13.5% | $4,953-33.3% | $3,767-12.4% |
| Admin fee / account holder | $389 | $3,792-89.7% | $11,989-96.8% | $2,969-86.9% |