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 | $60,231 |
MMA SECURITIES LLC5 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $39,146 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,135 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,884 | $65,908-15.2% | $81,812-31.7% | $77,643-28.0% |
| Participation rate | 69.2% | 65.8%+3.4pp | 72.3%-3.1pp | 70.6%-1.4pp |
| Annual return | 14.01% | 26.64%-12.6pp | 773.79%-759.8pp | 31.24%-17.2pp |
| Employer contribution / active EE | $2,696 | $2,370+13.8% | $2,912-7.4% | $2,726-1.1% |
| Participant deferral / active EE | $5,338 | $3,505+52.3% | $4,319+23.6% | $4,647+14.9% |
| Admin fee / account holder | $473 | $526-10.2% | $7,386-93.6% | $430+9.9% |