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 INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $74,920 |
WINTRUST INVESTMENTS LLC2 years Service code 27 231 S LA SALLE ST FL 13 · CHICAGO, IL 606041471 | Advisory (Plan) | $24,146 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,605 |
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 | $11,948 | $40,385-70.4% | $80,569-85.2% | $74,419-83.9% |
| Participation rate | 86.2% | 47.4%+38.8pp | 67.0%+19.2pp | 70.7%+15.5pp |
| Annual return | 27.42% | 164.85%-137.4pp | 935.43%-908.0pp | 34.38%-7.0pp |
| Employer contribution / active EE | $759 | $1,496-49.3% | $2,723-72.1% | $2,637-71.2% |
| Participant deferral / active EE | $2,822 | $2,674+5.5% | $4,447-36.5% | $4,528-37.7% |
| Admin fee / account holder | $118 | $720-83.6% | $5,377-97.8% | $348-66.1% |