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 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $74,790 |
CREATIVE PLANNING LLC3 years Service code 27 5440 W 110TH ST STE 102 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $28,520 |
WHITLEY PENN LLP9 years Service code 99 1400 WEST 7TH STREET SUITE 400 · FORT WORTH, TX 76102 | Other Fees | $19,913 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,977 | $79,700+130.8% | $153,485+19.9% | $74,495+147.0% |
| Participation rate | 100.0% | 69.8%+30.2pp | 77.1%+22.9pp | 67.2%+32.8pp |
| Annual return | 10.22% | 15.07%-4.8pp | 15.65%-5.4pp | 1364.94%-1354.7pp |
| Employer contribution / active EE | $7,967 | $4,016+98.4% | $5,039+58.1% | $2,623+203.7% |
| Participant deferral / active EE | $11,787 | $5,315+121.8% | $6,757+74.4% | $4,346+171.2% |
| Admin fee / account holder | $450 | $1,790-74.9% | $12,724-96.5% | $1,942-76.8% |