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 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,646 |
PNC BANK, N.A.3 years Filed as: PNC BANK NA Service code 27 1900 E 9TH ST · CLEVELAND, OH 44114 | Advisory (Plan) | $10,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $568 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $17,698 | $55,416-68.1% | $75,972-76.7% | $77,643-77.2% |
| Participation rate | 22.0% | 63.6%-41.6pp | 69.1%-47.0pp | 70.6%-48.6pp |
| Annual return | 19.18% | 17.07%+2.1pp | 359.55%-340.4pp | 31.24%-12.1pp |
| Employer contribution / active EE | $526 | $1,788-70.6% | $2,685-80.4% | $2,726-80.7% |
| Participant deferral / active EE | $1,555 | $3,447-54.9% | $4,255-63.5% | $4,647-66.5% |
| Admin fee / account holder | $179 | $414-56.6% | $6,467-97.2% | $430-58.3% |