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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,653 |
UBS FINANCIAL SERVICES INC8+ years Service code 27 PO BOX 198928 · NASHVILLE, TN 37238 | Advisory (Plan) | $23,012 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,391 |
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 | $46,106 | $59,097-22.0% | $82,389-44.0% | $74,304-37.9% |
| Participation rate | 96.4% | 52.8%+43.7pp | 69.5%+26.9pp | 60.3%+36.1pp |
| Annual return | 17.77% | 22.85%-5.1pp | 28.67%-10.9pp | 29.43%-11.7pp |
| Employer contribution / active EE | $2,877 | $1,601+79.7% | $2,517+14.3% | $2,241+28.4% |
| Participant deferral / active EE | $4,347 | $2,775+56.6% | $4,155+4.6% | $3,767+15.4% |
| Admin fee / account holder | $274 | $4,489-93.9% | $7,231-96.2% | $2,969-90.8% |