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 | $31,045 |
HCJ CPAS & ADVISORS PLLC4 years Service code 10 11025 ANDERSON DR STE 300 · LITTLE ROCK, AR 72212 | Accounting | $18,625 |
ARVEST ASSET MANAGEMENT2 years Filed as: ARVEST BANK Service code 27 800 N OSAGE AVE · BARTLESVILLE, OK 74029 | Advisory (Plan) | $12,785 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,042 |
Filed as: ERISA FIDUCIARY SERVICES INC Service code 99 1800 WALT WHITMAN RD STE 110 · MELVILLE, NY 11747 | Other Fees | $2,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $34,825 | $86,944-59.9% | $107,525-67.6% | $74,304-53.1% |
| Participation rate | 68.9% | 59.6%+9.4pp | 75.1%-6.2pp | 60.3%+8.6pp |
| Annual return | 12.60% | 23.52%-10.9pp | 181.32%-168.7pp | 29.43%-16.8pp |
| Employer contribution / active EE | $338 | $2,757-87.8% | $3,754-91.0% | $2,241-84.9% |
| Participant deferral / active EE | $3,357 | $3,554-5.5% | $5,116-34.4% | $3,767-10.9% |
| Admin fee / account holder | $457 | $3,727-87.7% | $8,919-94.9% | $2,969-84.6% |