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 | $59,080 |
Service code 27 6263 POPLAR AVE SUITE 300 · MEMPHIS, TN 38119 | Advisory (Plan) | $57,777 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $19,183 |
PINPOINT FINANCIAL, LLC8+ years Service code 13 3238 PLAYERS CLUB CIRCLE · MEMPHIS, TN 38125 | Contract Administrator | $3,600 |
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 | $51,792 | $81,908-36.8% | $90,749-42.9% | $64,808-20.1% |
| Participation rate | 70.8% | 80.5%-9.7pp | 75.7%-4.9pp | 71.5%-0.7pp |
| Annual return | -14.06% | -12.53%-1.5pp | -12.16%-1.9pp | 32.82%-46.9pp |
| Employer contribution / active EE | $0 | $3,065-100.0% | $2,921-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $4,058 | $4,840-16.2% | $4,564-11.1% | $4,310-5.9% |
| Admin fee / account holder | $245 | $157+56.0% | $8,445-97.1% | $188+30.5% |