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 CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $36,430 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES L Service code 27 · EIN 31-1582098 | Advisory (Plan) | $15,576 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $32,314 | $62,327-48.2% | $120,354-73.2% | $74,495-56.6% |
| Participation rate | 91.5% | 56.8%+34.7pp | 71.9%+19.6pp | 67.2%+24.3pp |
| Annual return | 10.39% | 18.61%-8.2pp | 107.15%-96.8pp | 1364.94%-1354.6pp |
| Employer contribution / active EE | $0 | $1,843-100.0% | $3,463-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $2,148 | $2,893-25.7% | $4,991-57.0% | $4,346-50.6% |
| Admin fee / account holder | $313 | $2,396-86.9% | $9,423-96.7% | $1,942-83.9% |