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 4-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 OF AMERICA · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $36,802 |
LPL FINANCIAL4+ years Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $25,625 |
SANNAH M BRANDT LLC DBA UPA4+ years Filed as: SANNAH M BRANDT LLC DBA Service code 13 UNITED PENSION ADMINISTRATION · BOZEMAN, MT 59715 | Contract Administrator | $6,406 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,927 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $44,325 | $86,944-49.0% | $107,525-58.8% | $74,304-40.3% |
| Participation rate | 98.5% | 59.6%+39.0pp | 75.1%+23.5pp | 60.3%+38.2pp |
| Annual return | 20.46% | 23.52%-3.1pp | 181.32%-160.9pp | 29.43%-9.0pp |
| Employer contribution / active EE | $1,772 | $2,757-35.7% | $3,754-52.8% | $2,241-20.9% |
| Participant deferral / active EE | $7,828 | $3,554+120.2% | $5,116+53.0% | $3,767+107.8% |
| Admin fee / account holder | $214 | $3,727-94.2% | $8,919-97.6% | $2,969-92.8% |