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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.
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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: AMERIPRISE FINANCIAL SERVICES LLC Service code 27 70100 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Advisory (Plan) | $49,571 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $657 |
LINCOLN NATIONAL CORPORATION10+ years Service code 99 · EIN 35-0472300 | Other Fees | $400 |
MORNINGSTAR1 year Service code 99 · EIN 36-3297908 | Other Fees | $7 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Filed as: VALIC Service code 99 · EIN 74-1625348 | Other Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,105 | $80,717-41.6% | $154,803-69.6% | $84,808-44.5% |
| Participation rate | 89.6% | 66.8%+22.8pp | 78.1%+11.5pp | 68.3%+21.3pp |
| Annual return | 6.26% | 37.96%-31.7pp | 58.88%-52.6pp | 40.90%-34.6pp |
| Employer contribution / active EE | $899 | $2,761-67.4% | $4,305-79.1% | $2,631-65.8% |
| Participant deferral / active EE | $2,887 | $3,303-12.6% | $5,540-47.9% | $4,212-31.4% |
| Admin fee / account holder | $492 | $6,746-92.7% | $14,329-96.6% | $7,344-93.3% |