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 9-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 | $38,015 |
Service code 27 · EIN 81-3001567 7820 TERREY PINE CT #200 · EDEN PRAIRIE, MN 55347 | Advisory (Plan) | $19,898 |
TSC 401K1 year Service code 13 · EIN 41-0955056 7365 KIRKWOOD CT N · MAPLE GROVE, MN 55369 | Contract Administrator | $7,670 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,095 | $93,571-0.5% | $135,903-31.5% | $75,163+23.9% |
| Participation rate | 98.0% | 75.2%+22.8pp | 81.9%+16.1pp | 67.2%+30.8pp |
| Annual return | 17.40% | 30.90%-13.5pp | 68.23%-50.8pp | 160.62%-143.2pp |
| Employer contribution / active EE | $4,265 | $3,537+20.6% | $4,856-12.2% | $2,670+59.8% |
| Participant deferral / active EE | $9,226 | $6,404+44.1% | $7,758+18.9% | $4,125+123.6% |
| Admin fee / account holder | $307 | $6,975-95.6% | $10,762-97.1% | $5,651-94.6% |