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 ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $159,835 |
Filed as: J P MORGAN BROKER-DEALER HOLDINGS I Service code 27 277 PARK AVENUE 2ND FL · NEW YORK, NY 101720003 | Advisory (Plan) | $55,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $43,945 |
WARREN AVERETT, LLC3 years Filed as: WARREN AVERETT LLC Service code 10 2500 ACTON RD · BIRMINGHAM, AL 35243 | Accounting | $33,330 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 26 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Advisory (Participants) | $11,688 |
HAYNES AND BOONE, LLP1 year Filed as: HAYNES AND BOONE LLP Service code 99 P.O. BOX 841399 · DALLAS, TX 75284 | Other Fees | $4,851 |
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 | $40,178 | $63,770-37.0% | $71,209-43.6% | $102,872-60.9% |
| Participation rate | 81.3% | 61.0%+20.2pp | 73.8%+7.5pp | 73.0%+8.2pp |
| Annual return | 15.20% | 16.01%-0.8pp | 282.51%-267.3pp | 19.06%-3.9pp |
| Employer contribution / active EE | $1,106 | $2,367-53.3% | $2,721-59.3% | $3,526-68.6% |
| Participant deferral / active EE | $2,983 | $3,587-16.8% | $4,175-28.6% | $5,535-46.1% |
| Admin fee / account holder | $111 | $220-49.4% | $5,349-97.9% | $292-61.9% |