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 INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $33,463 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $20,178 |
AMERICAN FUNDS6 years Filed as: BAYBRIDGE CAPITAL GROUP LLC Service code 27 2205 FOURTH ST · LIVERMORE, CA 94550 | Advisory (Plan) | $9,878 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,708 |
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 | $62,053 | $48,750+27.3% | $88,946-30.2% | $74,304-16.5% |
| Participation rate | 95.7% | 44.5%+51.2pp | 68.8%+26.8pp | 60.3%+35.3pp |
| Annual return | 19.70% | 25.91%-6.2pp | 57.82%-38.1pp | 29.43%-9.7pp |
| Employer contribution / active EE | $1,666 | $1,255+32.8% | $2,555-34.8% | $2,241-25.7% |
| Participant deferral / active EE | $5,723 | $2,423+136.2% | $4,581+24.9% | $3,767+51.9% |
| Admin fee / account holder | $282 | $3,756-92.5% | $8,261-96.6% | $2,969-90.5% |