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 | $48,793 |
MUTUAL ADVISORS LLC8 years Service code 27 PO BOX 2864 · CAMARILLO, CA 930112864 | Advisory (Plan) | $26,941 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11,747 |
Service code 27 6300 BRIDGE POINT PKWY BLDG 1 STE 3 · AUSTIN, TX 787305097 | Advisory (Plan) | $2,694 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $41,533 | $62,127-33.1% | $81,382-49.0% | $74,495-44.2% |
| Participation rate | 78.5% | 64.0%+14.5pp | 69.5%+9.0pp | 67.2%+11.3pp |
| Annual return | 14.19% | 16.48%-2.3pp | 24.73%-10.5pp | 1364.94%-1350.8pp |
| Employer contribution / active EE | $914 | $1,882-51.5% | $2,463-62.9% | $2,623-65.2% |
| Participant deferral / active EE | $2,689 | $3,229-16.7% | $3,883-30.7% | $4,346-38.1% |
| Admin fee / account holder | $622 | $1,934-67.9% | $5,768-89.2% | $1,942-68.0% |