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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 9-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 Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,757 |
Service code 13 3707-B WEST MARKET STREET · GREENSBORO, NC 27403 | Contract Administrator | $22,252 |
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TYRON ST · CHARLOTTE, NC 28081 | Advisory (Plan) | $14,935 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,850 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $7,945 | $72,254-89.0% | $86,677-90.8% | $64,808-87.7% |
| Participation rate | 94.2% | 80.4%+13.8pp | 76.6%+17.7pp | 71.5%+22.8pp |
| Annual return | -20.25% | 392.42%-412.7pp | 35.91%-56.2pp | 32.82%-53.1pp |
| Employer contribution / active EE | $1,513 | $2,393-36.8% | $2,836-46.6% | $2,506-39.6% |
| Participant deferral / active EE | $3,361 | $4,658-27.8% | $4,656-27.8% | $4,310-22.0% |
| Admin fee / account holder | $127 | $174-27.1% | $7,493-98.3% | $188-32.5% |