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 | $58,714 |
Filed as: BURNHAM GIBSON WEALTH ADVISORS, LLC Service code 27 · EIN 47-5476782 | Advisory (Plan) | $38,749 |
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 | $144,275 | $59,107+144.1% | $86,436+66.9% | $68,494+110.6% |
| Participation rate | 87.5% | 75.2%+12.3pp | 80.3%+7.2pp | 67.9%+19.6pp |
| Annual return | -15.33% | -0.23%-15.1pp | 4394.89%-4410.2pp | -7.84%-7.5pp |
| Employer contribution / active EE | $7,355 | $2,519+192.0% | $3,769+95.2% | $2,596+183.3% |
| Participant deferral / active EE | $14,838 | $5,901+151.4% | $6,952+113.4% | $4,027+268.4% |
| Admin fee / account holder | $1,118 | $5,637-80.2% | $6,731-83.4% | $5,403-79.3% |