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 4-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 | $124,387 |
UBS FINANCIAL SERVICES INC4+ years Service code 27 PO BOX 198928 · NASHVILLE, TN 37238 | Advisory (Plan) | $106,163 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $80,781 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,891 | $44,897-33.4% | $84,966-64.8% | $199,593-85.0% |
| Participation rate | 90.0% | 45.7%+44.3pp | 67.5%+22.5pp | 72.0%+18.0pp |
| Annual return | 15.96% | 20.96%-5.0pp | 66.38%-50.4pp | 34.25%-18.3pp |
| Employer contribution / active EE | $1,916 | $1,365+40.3% | $2,727-29.7% | $3,034-36.8% |
| Participant deferral / active EE | $4,907 | $2,668+83.9% | $4,519+8.6% | $5,087-3.5% |
| Admin fee / account holder | $182 | $584-68.9% | $6,149-97.0% | $269-32.4% |