Filed March 4, 2025
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.
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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 ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $34,132 |
Filed as: CAPFINANCIAL PARTNERS LLC DBA Service code 99 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Other Fees | $28,533 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 26 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Advisory (Participants) | $18,254 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,432 |
JP MORGAN SECURITIES LLC1 year Filed as: J P MORGAN BROKER-DEALER HOLDINGS Service code 27 277 PARK AVENUE 2ND FL · NEW YORK, NY 101720003 | Advisory (Plan) | $13,750 |
Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $600 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,718 | $55,331-35.4% | $81,812-56.3% | $199,593-82.1% |
| Participation rate | 89.2% | 62.5%+26.7pp | 72.3%+16.8pp | 72.0%+17.2pp |
| Annual return | 13.39% | 19.59%-6.2pp | 773.79%-760.4pp | 34.25%-20.9pp |
| Employer contribution / active EE | $1,100 | $2,101-47.6% | $2,912-62.2% | $3,034-63.7% |
| Participant deferral / active EE | $3,048 | $3,283-7.1% | $4,319-29.4% | $5,087-40.1% |
| Admin fee / account holder | $40 | $346-88.5% | $7,386-99.5% | $269-85.3% |