Filed March 7, 2026
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE CO OF AME Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $180,078 |
CARLSON QUINN6 years Filed as: CARLSON, QUINN & ASSOCIATES Service code 13 2000 POWELL ST · EMERYVILLE, CA 94608 | Contract Administrator | $72,119 |
SAGEVIEW ADVISORY GROUP, LLC7+ years Service code 27 1920 MAIN ST · IRVINE, CA 92614 | Advisory (Plan) | $40,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,656 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $43,175 | $84,993-49.2% | $129,995-66.8% | $80,160-46.1% |
| Participation rate | 90.8% | 79.5%+11.3pp | 78.5%+12.3pp | 72.9%+17.9pp |
| Annual return | 15.01% | 23.76%-8.8pp | -137.18%+152.2pp | 40.38%-25.4pp |
| Employer contribution / active EE | $1,330 | $3,051-56.4% | $4,320-69.2% | $2,978-55.3% |
| Participant deferral / active EE | $3,306 | $4,984-33.7% | $5,820-43.2% | $5,017-34.1% |
| Admin fee / account holder | $181 | $391-53.7% | $10,614-98.3% | $145+24.9% |