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 | $19,429 |
STIFEL NICOLAUS & CO INC1 year Service code 55 501 N BROADWAY · ST LOUIS, MO 63102 | Other Commissions | $11,255 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,052 |
Service code 27 6300 BRIDGE POINT PKWY BLDG 1 STE 3 · AUSTIN, TX 787305097 | Advisory (Plan) | $1,586 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,684 | $79,171-65.0% | $102,423-73.0% | $74,495-62.8% |
| Participation rate | 95.0% | 74.8%+20.2pp | 76.5%+18.6pp | 67.2%+27.8pp |
| Annual return | 10.51% | 54.93%-44.4pp | 29.32%-18.8pp | 1364.94%-1354.4pp |
| Employer contribution / active EE | $1,096 | $2,362-53.6% | $3,023-63.7% | $2,623-58.2% |
| Participant deferral / active EE | $2,683 | $4,415-39.2% | $5,053-46.9% | $4,346-38.3% |
| Admin fee / account holder | $235 | $2,001-88.3% | $9,451-97.5% | $1,942-87.9% |