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 | $9,283 |
CETERA ADVISOR NETWORKS LLC5 years Service code 27 2301 ROSECRANS AVE., #5100 · EL SEGUNDO, CA 902455670 | Advisory (Plan) | $8,305 |
HEATHERINGTON & FIELDS4 years Service code 10 8905 S YALE AVE · TULSA, OK 74137 | Accounting | $8,087 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,283 |
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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,212 | $110,094-78.9% | $151,611-84.7% | $68,494-66.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -13.68% | -10.12%-3.6pp | 3.33%-17.0pp | -7.84%-5.8pp |
| Employer contribution / active EE | $530 | $4,471-88.1% | $6,166-91.4% | $2,596-79.6% |
| Participant deferral / active EE | $5,803 | $6,527-11.1% | $8,363-30.6% | $4,027+44.1% |
| Admin fee / account holder | $329 | $7,719-95.7% | $11,616-97.2% | $5,403-93.9% |