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 Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,697 |
Service code 27 1400 AMERICAN BLVD, BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $9,612 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,975 |
TRINITY PENSION GROUP, LLC6 years Filed as: TRINITY PENSION GROUP Service code 13 · EIN 20-0235252 PO BOX 2159 · JAMESTOWN, NC 27282 | Contract Administrator | $3,713 |
TRINITY PENSION GROUP, LLC6 years Service code 13 | Contract Administrator | $1,937 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $35,261 | $45,863-23.1% | $77,024-54.2% | $68,494-48.5% |
| Participation rate | 50.6% | 55.9%-5.3pp | 67.9%-17.3pp | 67.9%-17.3pp |
| Annual return | -14.68% | 1.72%-16.4pp | 42.32%-57.0pp | -7.84%-6.8pp |
| Employer contribution / active EE | $423 | $1,650-74.4% | $2,812-85.0% | $2,596-83.7% |
| Participant deferral / active EE | $2,153 | $2,962-27.3% | $4,426-51.4% | $4,027-46.5% |
| Admin fee / account holder | $449 | $3,041-85.2% | $5,425-91.7% | $5,403-91.7% |