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 | $12,098 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $8,799 |
LEE CPA AUDIT GROUP1 year Service code 10 5056 SUNRISE BLVD STE B1 · FAIR OAKS, CA 95628 | Accounting | $8,134 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $414 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $14,799 | $30,147-50.9% | $58,482-74.7% | $80,160-81.5% |
| Participation rate | 8.9% | 34.4%-25.5pp | 50.9%-41.9pp | 72.9%-64.0pp |
| Annual return | 37.53% | 21.97%+15.6pp | 4239.32%-4201.8pp | 40.38%-2.9pp |
| Employer contribution / active EE | $140 | $528-73.4% | $1,053-86.7% | $2,978-95.3% |
| Participant deferral / active EE | $412 | $1,249-67.0% | $1,924-78.6% | $5,017-91.8% |
| Admin fee / account holder | $173 | $195-11.0% | $2,516-93.1% | $145+19.5% |