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 | $24,490 |
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $23,859 |
BDO USA, LLP1 year Service code 10 5300 PATTERSON AVE SE · GRAND RAPIDS, MI 49512 | Accounting | $23,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,462 |
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).
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 | $60,489 | $87,013-30.5% | $106,213-43.0% | $80,856-25.2% |
| Participation rate | 97.2% | 70.4%+26.7pp | 75.3%+21.9pp | 67.6%+29.5pp |
| Annual return | 11.70% | 17.05%-5.4pp | 116.14%-104.4pp | 35.59%-23.9pp |
| Employer contribution / active EE | $2,104 | $2,395-12.2% | $3,171-33.7% | $2,755-23.6% |
| Participant deferral / active EE | $6,618 | $3,986+66.0% | $5,016+31.9% | $4,296+54.0% |
| Admin fee / account holder | $330 | $8,431-96.1% | $11,033-97.0% | $6,918-95.2% |