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 | $121,698 |
Service code 27 PO BOX 735399 · DALLAS, TX 75373 | Advisory (Plan) | $28,183 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $25,467 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $22,162 | $31,741-30.2% | $56,411-60.7% | $199,593-88.9% |
| Participation rate | 79.3% | 32.3%+47.0pp | 52.5%+26.9pp | 72.0%+7.3pp |
| Annual return | 14.34% | 14.72%-0.4pp | 1701.33%-1687.0pp | 34.25%-19.9pp |
| Employer contribution / active EE | $620 | $508+22.2% | $1,039-40.3% | $3,034-79.6% |
| Participant deferral / active EE | $2,159 | $1,184+82.3% | $1,952+10.6% | $5,087-57.6% |
| Admin fee / account holder | $100 | $426-76.5% | $2,829-96.5% | $269-62.8% |