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 8-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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,917 |
UBS FINANCIAL SERVICES INC7+ years Service code 27 PO BOX 198928 · NASHVILLE, TN 37238 | Advisory (Plan) | $18,646 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,899 |
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 | $43,447 | $54,517-20.3% | $75,972-42.8% | $74,495-41.7% |
| Participation rate | 97.1% | 60.3%+36.8pp | 69.1%+28.1pp | 67.2%+29.9pp |
| Annual return | 17.04% | 31.82%-14.8pp | 359.55%-342.5pp | 1364.94%-1347.9pp |
| Employer contribution / active EE | $3,025 | $1,777+70.2% | $2,685+12.7% | $2,623+15.3% |
| Participant deferral / active EE | $5,110 | $3,066+66.7% | $4,255+20.1% | $4,346+17.6% |
| Admin fee / account holder | $288 | $2,229-87.1% | $6,467-95.6% | $1,942-85.2% |