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 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $159,265 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 99 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Other Fees | $53,066 |
THE WAGNER LAW GROUP5 years Service code 29 99 SUMMER ST 13TH FLOOR · BOSTON, MA 02110 | Legal | $40,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $111,190 | $110,299+0.8% | $102,423+8.6% | $199,593-44.3% |
| Participation rate | 85.8% | 86.3%-0.5pp | 76.5%+9.3pp | 72.0%+13.9pp |
| Annual return | 45.11% | 35.73%+9.4pp | 29.32%+15.8pp | 34.25%+10.9pp |
| Employer contribution / active EE | $2,424 | $3,603-32.7% | $3,023-19.8% | $3,034-20.1% |
| Participant deferral / active EE | $4,335 | $6,376-32.0% | $5,053-14.2% | $5,087-14.8% |
| Admin fee / account holder | $109 | $122-10.7% | $9,451-98.8% | $269-59.4% |