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 5-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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $275,764 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $140,425 |
REGIONS BANK5+ years Filed as: REGIONS BANK DBA REGIONS TRUST Service code 27 250 RIVERCHASE PARKWAY E · HOOVER, AL 35244 | Advisory (Plan) | $128,797 |
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 | $86,535 | $122,186-29.2% | $146,958-41.1% | $199,593-56.6% |
| Participation rate | 96.7% | 78.3%+18.4pp | 82.2%+14.6pp | 72.0%+24.7pp |
| Annual return | 24.52% | 30.56%-6.0pp | 418.34%-393.8pp | 34.25%-9.7pp |
| Employer contribution / active EE | $4,243 | $4,093+3.7% | $4,933-14.0% | $3,034+39.8% |
| Participant deferral / active EE | $11,690 | $8,502+37.5% | $8,070+44.9% | $5,087+129.8% |
| Admin fee / account holder | $268 | $179+49.7% | $12,998-97.9% | $269-0.5% |