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 | $30,334 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $16,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,043 |
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 | $24,378 | $74,927-67.5% | $101,794-76.1% | $84,808-71.3% |
| Participation rate | 84.3% | 61.4%+22.9pp | 69.2%+15.1pp | 68.3%+16.0pp |
| Annual return | 16.06% | 18.70%-2.6pp | 30.53%-14.5pp | 40.90%-24.8pp |
| Employer contribution / active EE | $674 | $1,522-55.7% | $2,289-70.5% | $2,631-74.4% |
| Participant deferral / active EE | $3,563 | $3,099+15.0% | $4,084-12.8% | $4,212-15.4% |
| Admin fee / account holder | $327 | $6,514-95.0% | $8,777-96.3% | $7,344-95.6% |