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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $40,010 |
Filed as: EDWARD D JONES & CO LP Service code 27 12555 MANCHESTER RD · ST LOUIS, MO 63131 | Advisory (Plan) | $38,126 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,651 |
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 | $35,327 | $59,097-40.2% | $82,389-57.1% | $74,304-52.5% |
| Participation rate | 95.6% | 52.8%+42.9pp | 69.5%+26.1pp | 60.3%+35.3pp |
| Annual return | 16.18% | 22.85%-6.7pp | 28.67%-12.5pp | 29.43%-13.2pp |
| Employer contribution / active EE | $2,542 | $1,601+58.8% | $2,517+1.0% | $2,241+13.4% |
| Participant deferral / active EE | $4,040 | $2,775+45.6% | $4,155-2.7% | $3,767+7.2% |
| Admin fee / account holder | $229 | $4,489-94.9% | $7,231-96.8% | $2,969-92.3% |