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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $113,288 |
STOCKMAN KAST RYAN4 years Filed as: STOCKMAN WEALTH MANAGEMENT DBA INVE Service code 27 1405 GRAND AVE · BILLINGS, MT 59102 | Advisory (Plan) | $75,203 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $20,906 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 · EIN 94-1737782 | Securities brokerage; Shareholder ser... | $43 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $72,725 | $129,021-43.6% | $184,203-60.5% | $77,643-6.3% |
| Participation rate | 96.2% | 87.3%+8.8pp | 86.8%+9.3pp | 70.6%+25.6pp |
| Annual return | 15.26% | 33.27%-18.0pp | 28.81%-13.6pp | 31.24%-16.0pp |
| Employer contribution / active EE | $3,906 | $4,413-11.5% | $6,427-39.2% | $2,726+43.3% |
| Participant deferral / active EE | $3,630 | $7,297-50.3% | $9,131-60.2% | $4,647-21.9% |
| Admin fee / account holder | $275 | $254+8.4% | $13,901-98.0% | $430-36.1% |