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 ANNUITY INSURANCE COMPANY O Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $46,087 |
UBS FINANCIAL SERVICES INC4 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 51-0120742 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $36,205 |
SAN DIEGO PENSION CONSULTANTS5+ years Service code 13 · EIN 33-0461574 9665 CHESAPEAKE DR STE 201 · SAN DIEGO, CA 92123 | Contract Administrator | $21,328 |
JGD & ASSOCIATES LLP4 years Service code 99 · EIN 95-3132551 9191 TOWNE CENTRE DRIVE · SAN DIEGO, CA 92122 | Other Fees | $15,000 |
Service code 13 120 VANTIS ST STE 400 · ALISO VIEJO, CA 92656 | Contract Administrator | $5,398 |
Filed as: SAN DIEGO PENSION CONSULTANTS INC Service code 13 | Contract Administrator | $2,206 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 E. ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,177 |
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.)
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 | $21,844 | $35,197-37.9% | $53,898-59.5% | $102,872-78.8% |
| Participation rate | 19.5% | 29.6%-10.1pp | 55.0%-35.5pp | 73.0%-53.6pp |
| Annual return | 22.61% | 17.55%+5.1pp | 528.60%-506.0pp | 19.06%+3.6pp |
| Employer contribution / active EE | $394 | $713-44.7% | $932-57.7% | $3,526-88.8% |
| Participant deferral / active EE | $1,004 | $1,333-24.7% | $1,826-45.0% | $5,535-81.9% |
| Admin fee / account holder | $301 | $834-63.9% | $2,491-87.9% | $292+2.9% |