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 ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,809 |
Service code 13 501 PARK DRIVE SOUTH · GREAT FALLS, MT 594051879 | Contract Administrator | $3,320 |
Filed as: EMPOWER ANNUITY INS CO OF AMER Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $845 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $26,567 | $61,272-56.6% | $149,673-82.3% | $71,457-62.8% |
| Participation rate | 43.4% | 62.5%-19.1pp | 78.8%-35.3pp | 67.9%-24.5pp |
| Annual return | 9.89% | 35.85%-26.0pp | 134.42%-124.5pp | 28.85%-19.0pp |
| Employer contribution / active EE | $894 | $2,378-62.4% | $4,818-81.4% | $2,588-65.5% |
| Participant deferral / active EE | $1,369 | $2,917-53.1% | $5,680-75.9% | $4,289-68.1% |
| Admin fee / account holder | $68 | $1,261-94.6% | $13,210-99.5% | $1,587-95.7% |