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 7-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 ANN INS COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $43,404 |
Service code 27 1400 AMERICAN BLVD · PENNINGTON, NJ 08534 | Advisory (Plan) | $23,282 |
Filed as: EMPOWER ADVISOR GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,192 |
ASCENSUS LLC2 years Filed as: ASCENSUS HOLDING INC DBA FUTUREPLAN Service code 13 | Contract Administrator | $10,000 |
ASCENSUS LLC2 years Filed as: ASCENSUS HOLDINGS INC DBA Service code 13 101 W BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $4,450 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $48,689 | $46,292+5.2% | $143,757-66.1% | $64,808-24.9% |
| Participation rate | 71.1% | 64.2%+6.9pp | 80.3%-9.2pp | 71.5%-0.3pp |
| Annual return | -18.91% | -10.05%-8.9pp | -0.04%-18.9pp | 32.82%-51.7pp |
| Employer contribution / active EE | $2,862 | $1,910+49.9% | $4,951-42.2% | $2,506+14.2% |
| Participant deferral / active EE | $5,699 | $2,646+115.4% | $5,637+1.1% | $4,310+32.2% |
| Admin fee / account holder | $321 | $154+109.0% | $14,673-97.8% | $188+71.1% |