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 10-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 | $14,023 |
ROSENFIELD AND COMPANY PLLC2 years Service code 10 201 E PINE ST STE 730 · ORLANDO, FL 32801 | Accounting | $12,500 |
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $7,002 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,608 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,901 | $65,561-57.4% | $86,188-67.6% | $75,163-62.9% |
| Participation rate | 90.0% | 60.5%+29.5pp | 69.0%+21.0pp | 67.2%+22.8pp |
| Annual return | 26.05% | 46.05%-20.0pp | 1168.45%-1142.4pp | 160.62%-134.6pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,380-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $4,351 | $3,024+43.9% | $3,985+9.2% | $4,125+5.5% |
| Admin fee / account holder | $344 | $5,474-93.7% | $6,852-95.0% | $5,651-93.9% |