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 CO OF AM Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $37,093 |
Service code 55 880 CARILON PARKWAY · ST. PETERSBERG, FL 33716 | Other Commissions | $33,357 |
DEFINITI LLC3 years Service code 13 2201 TIMBERLOCK PL STE 150 · HOUSTON, TX 77380 | Contract Administrator | $17,350 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,802 |
TD AMERITRADE, INC.3 years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,490 | $86,655+24.0% | $119,609-10.1% | $66,914+60.6% |
| Participation rate | 95.6% | 75.6%+20.0pp | 79.3%+16.3pp | 69.8%+25.8pp |
| Annual return | -17.39% | -8.00%-9.4pp | -14.97%-2.4pp | 1.58%-19.0pp |
| Employer contribution / active EE | $2,792 | $2,536+10.1% | $4,232-34.0% | $2,544+9.7% |
| Participant deferral / active EE | $4,411 | $4,358+1.2% | $5,602-21.3% | $4,237+4.1% |
| Admin fee / account holder | $271 | $755-64.1% | $10,323-97.4% | $593-54.4% |