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 |
|---|---|---|
UBS FINANCIAL SERVICES INC6 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $72,106 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,962 |
Service code 13 · EIN 27-0293282 | Contract Administrator | $10,529 |
Service code 99 PO BOX 33080 · LAKELAND, FL 338073080 | Other Fees | $9,786 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $702 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $188,814 | $59,097+219.5% | $82,389+129.2% | $74,304+154.1% |
| Participation rate | 84.9% | 52.8%+32.2pp | 69.5%+15.4pp | 60.3%+24.6pp |
| Annual return | 13.54% | 22.85%-9.3pp | 28.67%-15.1pp | 29.43%-15.9pp |
| Employer contribution / active EE | $5,011 | $1,601+213.1% | $2,517+99.1% | $2,241+123.6% |
| Participant deferral / active EE | $7,470 | $2,775+169.2% | $4,155+79.8% | $3,767+98.3% |
| Admin fee / account holder | $1,210 | $4,489-73.0% | $7,231-83.3% | $2,969-59.2% |