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 6-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 | $23,915 |
MMA SECURITIES LLC4+ years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $19,681 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,764 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,716 | $65,435-53.1% | $86,677-64.6% | $66,914-54.1% |
| Participation rate | 94.0% | 75.5%+18.5pp | 76.6%+17.4pp | 69.8%+24.2pp |
| Annual return | -19.20% | -10.89%-8.3pp | 35.91%-55.1pp | 1.58%-20.8pp |
| Employer contribution / active EE | $977 | $2,153-54.6% | $2,836-65.6% | $2,544-61.6% |
| Participant deferral / active EE | $3,544 | $4,100-13.6% | $4,656-23.9% | $4,237-16.4% |
| Admin fee / account holder | $160 | $642-75.1% | $7,493-97.9% | $593-73.1% |