Filed July 10, 2026 (most recent of 5 filings on file)
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.
| Provider | Service type | Compensation |
|---|---|---|
ROLAND CRISS FIDUCIARY SERVICES1+ years Filed as: ROLAND CRISS & WILLIAMS INC DBA ROL Service code 99 2011 E LAMAR BLVD STE 200 · ARLINGTON, TX 76006 | Other Fees | $9,471 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,404 | $122,239+27.1% | $184,203-15.6% | $74,495+108.6% |
| Participation rate | 100.0% | 85.5%+14.5pp | 86.8%+13.2pp | 67.2%+32.8pp |
| Annual return | 0.00% | 19.95%-19.9pp | 28.81%-28.8pp | 1364.94%-1364.9pp |
| Employer contribution / active EE | $6,691 | $4,537+47.5% | $6,427+4.1% | $2,623+155.1% |
| Participant deferral / active EE | $5,763 | $7,139-19.3% | $9,131-36.9% | $4,346+32.6% |
| Admin fee / account holder | $44 | $1,260-96.5% | $13,901-99.7% | $1,942-97.7% |