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 | $20,192 |
SECURITIES AMERICA INC3+ years Filed as: SECURITIES AMERICA ADVISORS INC Service code 27 12325 PORT GRACE BLVD · LAVISTA, NE 68128 | Advisory (Plan) | $19,163 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,187 |
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 | $39,286 | $66,457-40.9% | $81,382-51.7% | $77,643-49.4% |
| Participation rate | 44.5% | 68.7%-24.2pp | 69.5%-25.0pp | 70.6%-26.1pp |
| Annual return | 21.41% | 15.93%+5.5pp | 24.73%-3.3pp | 31.24%-9.8pp |
| Employer contribution / active EE | $934 | $2,159-56.7% | $2,463-62.1% | $2,726-65.7% |
| Participant deferral / active EE | $1,744 | $3,679-52.6% | $3,883-55.1% | $4,647-62.5% |
| Admin fee / account holder | $203 | $583-65.2% | $5,768-96.5% | $430-52.9% |