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 | $24,519 |
Filed as: SWBC INVESTMENT ADVISORY SERV LLC D Service code 27 9311 SAN PEDRO AVE STE 600 · SAN ANTONIO, TX 78216 | Advisory (Plan) | $14,533 |
Service code 10 801-C SUNSET DR · JOHNSON CITY, TN 37604 | Accounting | $10,250 |
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 | $76,269 | $87,870-13.2% | $113,168-32.6% | $74,304+2.6% |
| Participation rate | 93.2% | 70.7%+22.5pp | 76.6%+16.7pp | 60.3%+32.9pp |
| Annual return | 11.63% | 26.44%-14.8pp | 24.27%-12.6pp | 29.43%-17.8pp |
| Employer contribution / active EE | $1,483 | $2,277-34.9% | $2,975-50.1% | $2,241-33.8% |
| Participant deferral / active EE | $3,721 | $4,241-12.3% | $5,107-27.1% | $3,767-1.2% |
| Admin fee / account holder | $340 | $3,368-89.9% | $12,068-97.2% | $2,969-88.5% |