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 INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $51,287 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $32,516 |
WEAVER AND TIDWELL, LLP2 years Service code 10 2821 W 7TH ST STE 700 · FORT WORTH, TX 76107 | Accounting | $17,640 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,082 |
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 | $27,497 | $95,880-71.3% | $107,525-74.4% | $85,563-67.9% |
| Participation rate | 99.5% | 70.1%+29.3pp | 75.1%+24.4pp | 66.0%+33.5pp |
| Annual return | 16.99% | 68.06%-51.1pp | 181.32%-164.3pp | 31.51%-14.5pp |
| Employer contribution / active EE | $1,748 | $3,812-54.2% | $3,754-53.4% | $2,654-34.1% |
| Participant deferral / active EE | $3,443 | $4,201-18.0% | $5,116-32.7% | $4,375-21.3% |
| Admin fee / account holder | $160 | $1,025-84.4% | $8,919-98.2% | $834-80.8% |