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 4-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 | $16,649 |
SECURITIES AMERICA INC2+ years Filed as: SECURITIES AMERICA ADVISORS INC Service code 27 12325 PORT GRACE BLVD · LAVISTA, NE 68128 | Advisory (Plan) | $15,965 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,420 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $33,590 | $69,823-51.9% | $77,163-56.5% | $74,419-54.9% |
| Participation rate | 36.7% | 70.0%-33.3pp | 69.6%-32.8pp | 70.7%-34.0pp |
| Annual return | 15.95% | 19.98%-4.0pp | 37.87%-21.9pp | 34.38%-18.4pp |
| Employer contribution / active EE | $1,011 | $2,150-53.0% | $2,535-60.1% | $2,637-61.7% |
| Participant deferral / active EE | $1,787 | $3,558-49.8% | $3,833-53.4% | $4,528-60.5% |
| Admin fee / account holder | $168 | $398-57.7% | $5,472-96.9% | $348-51.6% |