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 ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $59,736 |
Filed as: NEWFRONT RETIREMENT SERVICES, INC. Service code 27 450 SANSOME ST STE 300 · SAN FRANCISCO, CA 94111 | Advisory (Plan) | $56,735 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $182,151 | $65,561+177.8% | $91,541+99.0% | $74,304+145.1% |
| Participation rate | 92.2% | 56.6%+35.6pp | 69.8%+22.4pp | 60.3%+31.8pp |
| Annual return | 14.00% | 17.68%-3.7pp | 20.50%-6.5pp | 29.43%-15.4pp |
| Employer contribution / active EE | $5,941 | $1,717+246.0% | $2,505+137.2% | $2,241+165.1% |
| Participant deferral / active EE | $8,522 | $2,918+192.0% | $4,008+112.6% | $3,767+126.2% |
| Admin fee / account holder | $425 | $3,333-87.3% | $6,956-93.9% | $2,969-85.7% |