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 | $43,963 |
Filed as: ALLIANT INSURANCE SERVICES INC DBA Service code 27 101 PARK AVE 14TH FL · NEW YORK, NY 10178 | Advisory (Plan) | $20,938 |
WEAVER AND TIDWELL, LLP3 years Service code 99 2821 W 7TH STREET SUITE 700 · FORT WORTH, TX 76107 | Other Fees | $13,905 |
Filed as: RETIREMENT PLAN FIDUCIARIES LLC Service code 14 PO BOX 171207 · AUSTIN, TX 78717 | Plan Administrator | $13,333 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,829 |
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 | $66,608 | $58,320+14.2% | $86,436-22.9% | $66,914-0.5% |
| Participation rate | 94.0% | 78.6%+15.4pp | 80.3%+13.6pp | 69.8%+24.2pp |
| Annual return | -15.51% | -9.71%-5.8pp | 4394.89%-4410.4pp | 1.58%-17.1pp |
| Employer contribution / active EE | $2,644 | $2,615+1.1% | $3,769-29.8% | $2,544+3.9% |
| Participant deferral / active EE | $8,052 | $6,899+16.7% | $6,952+15.8% | $4,237+90.1% |
| Admin fee / account holder | $315 | $546-42.3% | $6,731-95.3% | $593-46.9% |