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 4-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 | $44,506 |
Filed as: CAMBRIDGE INVESTMENT GROUP Service code 27 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Advisory (Plan) | $23,192 |
Filed as: FIDELITY INVESTMENTS INST Service code 37 · EIN 04-2647786 | Loan Processing | $20,317 |
Filed as: JPMORGAN SECURITIES LLC Service code 27 · EIN 13-4110995 | Advisory (Plan) | $11,544 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,885 |
PREMIER PLAN CONSULTANTS3 years Filed as: PREMIER PLAN CONSULTANTS, INC. Service code 13 · EIN 82-0986372 6215 FERRIS SQ, STE 125 · SAN DIEGO, CA 92121 | Contract Administrator | $5,966 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7 |
Service code 60 | Sub-TA Fees | $0 |
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 | $68,532 | $88,890-22.9% | $102,423-33.1% | $77,643-11.7% |
| Participation rate | 88.8% | 80.9%+7.8pp | 76.5%+12.3pp | 70.6%+18.2pp |
| Annual return | 34.44% | 24.98%+9.5pp | 29.32%+5.1pp | 31.24%+3.2pp |
| Employer contribution / active EE | $5,135 | $2,698+90.4% | $3,023+69.9% | $2,726+88.4% |
| Participant deferral / active EE | $11,992 | $5,145+133.1% | $5,053+137.3% | $4,647+158.1% |
| Admin fee / account holder | $276 | $235+17.2% | $9,451-97.1% | $430-35.9% |