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. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $132,331 |
AVANTAX INSURANCE AGENCY LLC2 years Filed as: AVANTAX INVESTMENT SERVICES INC DBA Service code 27 3200 OLYMPUS BLVD STE 100 · DALLAS, TX 75019 | Advisory (Plan) | $64,151 |
OSAIC WEALTH INC1 year Service code 55 10 EXCHANGE PLACE · JERSEY CITY, NJ 07302 | Other Commissions | $53,620 |
PENTEGRA SERVICES, INC.5 years Filed as: PENTEGRA SERVICES INC Service code 13 5350 77 CENTER DR STE 200 · CHARLOTTE, NC 28217 | Contract Administrator | $48,903 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $18,377 |
WOODBURY FINANCIAL SERVICES2 years Filed as: WOODBURY FINANCIAL SERVICES INC Service code 55 | Other Commissions | $7,148 |
Service code 55 7755 3RD ST N · OAKDALE, MN 55128 | Other Commissions | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,728 | $106,028-38.0% | $146,958-55.3% | $77,643-15.3% |
| Participation rate | 93.0% | 78.4%+14.7pp | 82.2%+10.9pp | 70.6%+22.5pp |
| Annual return | 16.99% | 56.73%-39.7pp | 418.34%-401.3pp | 31.24%-14.2pp |
| Employer contribution / active EE | $3,392 | $4,063-16.5% | $4,933-31.2% | $2,726+24.4% |
| Participant deferral / active EE | $11,327 | $7,990+41.8% | $8,070+40.4% | $4,647+143.7% |
| Admin fee / account holder | $332 | $337-1.5% | $12,998-97.4% | $430-22.8% |