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 7-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 | $24,293 |
AMERITAS LIFE INSURANCE CORP4 years Filed as: AMERITAS ADVISORY SERVICES LLC Service code 27 5900 O ST · LINCOLN, NE 68510 | Advisory (Plan) | $7,614 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,203 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $17,955 | $58,778-69.5% | $129,207-86.1% | $77,643-76.9% |
| Participation rate | 41.3% | 59.2%-18.0pp | 69.6%-28.3pp | 70.6%-29.3pp |
| Annual return | 19.83% | 24.73%-4.9pp | 9417.33%-9397.5pp | 31.24%-11.4pp |
| Employer contribution / active EE | $376 | $1,952-80.7% | $4,153-90.9% | $2,726-86.2% |
| Participant deferral / active EE | $1,520 | $3,212-52.7% | $4,168-63.5% | $4,647-67.3% |
| Admin fee / account holder | $168 | $589-71.5% | $7,715-97.8% | $430-61.0% |