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 | $61,060 |
OSAIC WEALTH INC1 year Service code 55 10 EXCHANGE PLACE STE 1410 · JERSEY CITY, NJ 07302 | Other Commissions | $33,080 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,742 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $99,391 | $122,239-18.7% | $184,203-46.0% | $74,495+33.4% |
| Participation rate | 98.6% | 85.5%+13.1pp | 86.8%+11.8pp | 67.2%+31.4pp |
| Annual return | 10.09% | 19.95%-9.9pp | 28.81%-18.7pp | 1364.94%-1354.8pp |
| Employer contribution / active EE | $2,593 | $4,537-42.9% | $6,427-59.7% | $2,623-1.2% |
| Participant deferral / active EE | $6,166 | $7,139-13.6% | $9,131-32.5% | $4,346+41.9% |
| Admin fee / account holder | $426 | $1,260-66.2% | $13,901-96.9% | $1,942-78.1% |