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 | $28,217 |
AMERICAN FUNDS5 years Filed as: BAYBRIDGE CAPITAL GROUP LLC Service code 27 3411 RICHMOND AVE STE 750 · HOUSTON, TX 77046 | Advisory (Plan) | $26,123 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,941 |
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 | $50,074 | $44,960+11.4% | $84,966-41.1% | $74,495-32.8% |
| Participation rate | 93.3% | 49.4%+44.0pp | 67.5%+25.8pp | 67.2%+26.1pp |
| Annual return | 13.88% | 26.24%-12.4pp | 66.38%-52.5pp | 1364.94%-1351.1pp |
| Employer contribution / active EE | $1,582 | $1,457+8.5% | $2,727-42.0% | $2,623-39.7% |
| Participant deferral / active EE | $4,985 | $2,731+82.5% | $4,519+10.3% | $4,346+14.7% |
| Admin fee / account holder | $229 | $2,209-89.6% | $6,149-96.3% | $1,942-88.2% |