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 INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,252 |
LION STREET ADVISORS LLC2 years Service code 27 515 CONGRESS AVE STE 2500 · AUSTIN, TX 78701 | Advisory (Plan) | $6,937 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,592 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $25,447 | $65,061-60.9% | $143,757-82.3% | $66,914-62.0% |
| Participation rate | 48.9% | 65.2%-16.3pp | 80.3%-31.4pp | 69.8%-20.9pp |
| Annual return | -17.82% | -11.14%-6.7pp | -0.04%-17.8pp | 1.58%-19.4pp |
| Employer contribution / active EE | $621 | $2,361-73.7% | $4,951-87.4% | $2,544-75.6% |
| Participant deferral / active EE | $1,514 | $2,919-48.1% | $5,637-73.1% | $4,237-64.3% |
| Admin fee / account holder | $289 | $502-42.4% | $14,673-98.0% | $593-51.3% |