Filed February 5, 2025
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $1,843,838 |
MERCER4 years Filed as: MERCER INVESTMENT CONSULTING INC Service code 27 · EIN 61-0736136 | Advisory (Plan) | $540,224 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $515,689 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 26 · EIN 84-0965407 | Advisory (Participants) | $34,640 |
Filed as: MCCONNELL & JONES LLP Service code 10 4828 LOOP CENTRAL DR STE 1000 · HOUSTON, TX 77081 | Accounting | $34,350 |
COWEN & COMPANY LLC4 years Service code 33 · EIN 84-1702964 | Securities brokerage commissions and ... | $27,812 |
STOEL RIVES LLP4 years Service code 29 760 SW 9TH AVE STE 3000 · PORTLAND, OR 97205 | Legal | $16,704 |
HAM, LANGSTON & BREZINA, LLP3 years Filed as: HAM LANGSTON & BREZINA LLP Service code 10 11550 FUQUA STE 475 · HOUSTON, TX 77034 | Accounting | $7,500 |
STIFEL NICOLAUS & CO INC1 year Filed as: STIFEL, NICOLAUS & COMPANY, INCORPO Service code 33 · EIN 43-0538770 | Direct payment from the plan; Securit... | $5,156 |
Service code 16 · EIN 34-1820650 | Consulting | $5,100 |
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 | $157,035 | $96,393+62.9% | $112,887+39.1% | $96,393+62.9% |
| Participation rate | 99.7% | 71.3%+28.4pp | 80.5%+19.2pp | 71.3%+28.4pp |
| Annual return | 16.91% | 22.88%-6.0pp | 34.10%-17.2pp | 22.88%-6.0pp |
| Employer contribution / active EE | $4,815 | $3,238+48.7% | $4,563+5.5% | $3,238+48.7% |
| Participant deferral / active EE | $9,286 | $5,455+70.2% | $6,513+42.6% | $5,455+70.2% |
| Admin fee / account holder | $186 | $74+151.6% | $7,047-97.4% | $74+151.6% |