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 | $48,283 |
EQUITABLE ADVISORS LLC2 years Service code 55 1290 AVENUE OF THE AMERICAS · NEW YORK, NY 10104 | Other Commissions | $21,051 |
Service code 99 1445 ROSS AVE STE 2700 · DALLAS, TX 75202 | Other Fees | $7,234 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,249 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,811 | $88,634+32.9% | $101,326+16.3% | $74,304+58.6% |
| Participation rate | 91.9% | 76.9%+15.1pp | 81.5%+10.4pp | 60.3%+31.6pp |
| Annual return | 15.34% | 33.10%-17.8pp | 36.82%-21.5pp | 29.43%-14.1pp |
| Employer contribution / active EE | $3,385 | $2,930+15.5% | $3,665-7.6% | $2,241+51.0% |
| Participant deferral / active EE | $6,851 | $7,322-6.4% | $7,994-14.3% | $3,767+81.9% |
| Admin fee / account holder | $494 | $2,425-79.6% | $11,185-95.6% | $2,969-83.4% |