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 | $45,341 |
JULY BUSINESS SERVICES4 years Service code 13 P.O. BOX 2208 · WACO, TX 76703 | Contract Administrator | $40,049 |
AMARILLO NATIONAL BANK4 years Service code 27 410 S TAYLOR · AMARILLO, TX 79105 | Advisory (Plan) | $29,148 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11,118 |
Filed as: QDRO CONSULTANTS COMPANY,LLC Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $400 |
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 | $41,347 | $54,193-23.7% | $93,606-55.8% | $77,643-46.7% |
| Participation rate | 87.6% | 63.9%+23.7pp | 68.7%+18.9pp | 70.6%+17.0pp |
| Annual return | 13.05% | 30.54%-17.5pp | 133.20%-120.1pp | 31.24%-18.2pp |
| Employer contribution / active EE | $1,078 | $1,168-7.7% | $2,420-55.4% | $2,726-60.4% |
| Participant deferral / active EE | $3,016 | $3,144-4.1% | $4,411-31.6% | $4,647-35.1% |
| Admin fee / account holder | $146 | $576-74.6% | $8,285-98.2% | $430-66.0% |