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 | $205,176 |
CARLSON QUINN7 years Filed as: CARLSON, QUINN & ASSOCIATES Service code 13 2000 POWELL ST · EMERYVILLE, CA 94608 | Contract Administrator | $40,776 |
SAGEVIEW ADVISORY GROUP, LLC8+ 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 | $4,821 |
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 | $52,303 | $89,436-41.5% | $164,813-68.3% | $77,643-32.6% |
| Participation rate | 90.5% | 78.6%+11.9pp | 78.6%+11.9pp | 70.6%+20.0pp |
| Annual return | 14.08% | 28.83%-14.7pp | 69.93%-55.9pp | 31.24%-17.2pp |
| Employer contribution / active EE | $1,705 | $2,569-33.6% | $4,341-60.7% | $2,726-37.5% |
| Participant deferral / active EE | $4,242 | $4,897-13.4% | $6,031-29.7% | $4,647-8.7% |
| Admin fee / account holder | $244 | $339-28.2% | $12,690-98.1% | $430-43.4% |