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 7-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 | $22,774 |
MMA SECURITIES LLC2 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $20,493 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,359 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $24,322 | $119,446-79.6% | $150,045-83.8% | $85,563-71.6% |
| Participation rate | 75.1% | 75.4%-0.4pp | 82.3%-7.3pp | 66.0%+9.1pp |
| Annual return | 21.65% | 23.72%-2.1pp | 62.55%-40.9pp | 31.51%-9.9pp |
| Employer contribution / active EE | $1,080 | $4,078-73.5% | $4,693-77.0% | $2,654-59.3% |
| Participant deferral / active EE | $3,375 | $7,985-57.7% | $7,997-57.8% | $4,375-22.9% |
| Admin fee / account holder | $143 | $548-73.9% | $13,435-98.9% | $834-82.9% |