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 9-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 | $33,698 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $27,122 |
Filed as: FIFTH THIRD BANK Service code 27 38 FOUNTAIN SQ PLZ · CINCINNATI, OH 45263 | Advisory (Plan) | $10,334 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,123 | $49,451+116.6% | $79,550+34.7% | $66,914+60.1% |
| Participation rate | 61.7% | 61.3%+0.3pp | 69.5%-7.8pp | 69.8%-8.1pp |
| Annual return | -15.06% | 84.25%-99.3pp | 0.16%-15.2pp | 1.58%-16.6pp |
| Employer contribution / active EE | $766 | $1,266-39.5% | $2,413-68.2% | $2,544-69.9% |
| Participant deferral / active EE | $5,496 | $3,159+74.0% | $3,985+37.9% | $4,237+29.7% |
| Admin fee / account holder | $698 | $595+17.3% | $6,832-89.8% | $593+17.6% |