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 5-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 | $19,044 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,044 |
IMA WEALTH INC3 years Service code 27 430 E DOUGLAS STE 400 · WICHITA, KS 67202 | Advisory (Plan) | $19,044 |
NOVA 401(K) ASSOCIATES1 year Service code 13 | Contract Administrator | $19,044 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $50,815-100.0% | $155,509-100.0% | $77,643-100.0% |
| Participation rate | 0.0% | 63.1%-63.1pp | 78.2%-78.2pp | 70.6%-70.6pp |
| Annual return | 20.12% | 34.80%-14.7pp | 64.67%-44.5pp | 31.24%-11.1pp |
| Employer contribution / active EE | $218 | $1,993-89.1% | $4,672-95.3% | $2,726-92.0% |
| Participant deferral / active EE | $3,144 | $2,822+11.4% | $5,626-44.1% | $4,647-32.3% |
| Admin fee / account holder | $0 | $437-100.0% | $15,912-100.0% | $430-100.0% |