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 7-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 | $19,369 |
M HOLDINGS SECURITIES INC3 years Filed as: SI HOLDINGS DBA STEPHENS INC Service code 27 111 CENTER ST · LITTLE ROCK, AZ 72201 | Advisory (Plan) | $12,093 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,435 |
NOVA 401(K) ASSOCIATES5 years Service code 13 10777 NORTHWEST FREEWAY · HOUSTON, TX 77092 | Contract Administrator | $1,728 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $36,004 | $60,323-40.3% | $81,812-56.0% | $74,495-51.7% |
| Participation rate | 63.4% | 62.9%+0.6pp | 72.3%-8.9pp | 67.2%-3.8pp |
| Annual return | 14.05% | 16.90%-2.8pp | 773.79%-759.7pp | 1364.94%-1350.9pp |
| Employer contribution / active EE | $1,791 | $2,620-31.6% | $2,912-38.5% | $2,623-31.7% |
| Participant deferral / active EE | $3,151 | $3,387-7.0% | $4,319-27.0% | $4,346-27.5% |
| Admin fee / account holder | $348 | $1,486-76.6% | $7,386-95.3% | $1,942-82.1% |