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 | $183,664 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $91,989 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,942 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,459 | $58,336-82.1% | $97,226-89.2% | $199,593-94.8% |
| Participation rate | 90.4% | 63.8%+26.6pp | 72.7%+17.7pp | 72.0%+18.4pp |
| Annual return | 16.59% | 32.81%-16.2pp | 75.13%-58.5pp | 34.25%-17.7pp |
| Employer contribution / active EE | $332 | $1,416-76.5% | $2,729-87.8% | $3,034-89.1% |
| Participant deferral / active EE | $2,332 | $3,240-28.0% | $4,264-45.3% | $5,087-54.2% |
| Admin fee / account holder | $73 | $114-35.8% | $5,654-98.7% | $269-72.8% |