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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $30,251 |
Filed as: SWBC INVESTMENT ADVISORY SERV LLC D Service code 27 9311 SAN PEDRO AVE STE 600 · SAN ANTONIO, TX 78216 | Advisory (Plan) | $9,511 |
Service code 10 801-C SUNSET DR · JOHNSON CITY, TN 37604 | Accounting | $5,584 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $61,697 | $76,050-18.9% | $96,544-36.1% | $71,457-13.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 76.0%+24.0pp | 67.9%+32.1pp |
| Annual return | 15.53% | 22.81%-7.3pp | 25.84%-10.3pp | 28.85%-13.3pp |
| Employer contribution / active EE | $1,460 | $2,244-34.9% | $2,965-50.8% | $2,588-43.6% |
| Participant deferral / active EE | $3,461 | $4,215-17.9% | $4,851-28.7% | $4,289-19.3% |
| Admin fee / account holder | $329 | $2,707-87.9% | $8,252-96.0% | $1,587-79.3% |