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 10-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 | $87,940 |
Service code 33 · EIN 94-1737782 | Securities brokerage | $80,104 |
Service code 27 P.O. BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $45,000 |
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS, INC. DBA FUTURE Service code 13 101 W BROADWAY · SAN DIEGO, CA 92101 | Contract Administrator | $33,783 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $569,491 | $81,248+600.9% | $155,509+266.2% | $80,856+604.3% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 18.67% | 33.31%-14.6pp | 64.67%-46.0pp | 35.59%-16.9pp |
| Employer contribution / active EE | $33,094 | $3,100+967.5% | $4,672+608.3% | $2,755+1101.3% |
| Participant deferral / active EE | $21,225 | $3,452+514.9% | $5,626+277.2% | $4,296+394.1% |
| Admin fee / account holder | $2,139 | $7,997-73.3% | $15,912-86.6% | $6,918-69.1% |