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 |
|---|---|---|
Service code 27 PO BOX 735399 · DALLAS, TX 75373 | Advisory (Plan) | $29,307 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,408 |
ACUFF & ASSOCIATES, INC.10+ years Service code 13 210 WESTWOOD PLACE, SUITE 100 · BRENTWOOD, TN 37027 | Contract Administrator | $10,969 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,453 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $35,965 | $73,360-51.0% | $177,989-79.8% | $74,495-51.7% |
| Participation rate | 84.8% | 66.6%+18.2pp | 77.1%+7.7pp | 67.2%+17.6pp |
| Annual return | 12.42% | 17.49%-5.1pp | 294.48%-282.1pp | 1364.94%-1352.5pp |
| Employer contribution / active EE | $386 | $2,216-82.6% | $3,949-90.2% | $2,623-85.3% |
| Participant deferral / active EE | $3,221 | $4,513-28.6% | $6,276-48.7% | $4,346-25.9% |
| Admin fee / account holder | $290 | $1,808-83.9% | $10,363-97.2% | $1,942-85.0% |