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 | $35,506 |
Filed as: AMERIPRISE FINANCIAL SERVICES LLC Service code 55 70100 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Other Commissions | $15,203 |
Service code 99 494 SYCAMORE AVE STE 100 · SHREWSBURY, NJ 07702 | Other Fees | $1,225 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $538 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,608 | $55,415-26.7% | $155,509-73.9% | $74,495-45.5% |
| Participation rate | 89.7% | 61.9%+27.8pp | 78.2%+11.5pp | 67.2%+22.5pp |
| Annual return | 13.61% | 268.50%-254.9pp | 64.67%-51.1pp | 1364.94%-1351.3pp |
| Employer contribution / active EE | $1,994 | $2,267-12.1% | $4,672-57.3% | $2,623-24.0% |
| Participant deferral / active EE | $2,614 | $2,836-7.8% | $5,626-53.5% | $4,346-39.8% |
| Admin fee / account holder | $226 | $1,738-87.0% | $15,912-98.6% | $1,942-88.4% |