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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,527 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Filed as: PRINCIPAL SECURITIES INC Service code 27 711 HIGH ST · DES MOINES, IA 50392 | Advisory (Plan) | $5,644 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $735 |
Service code 99 1801 CALIFORNIA ST · DENVER, CO 80202 | Other Fees | $276 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $29,535 | $59,623-50.5% | $95,585-69.1% | $85,563-65.5% |
| Participation rate | 14.3% | 57.2%-42.9pp | 72.1%-57.7pp | 66.0%-51.6pp |
| Annual return | 26.71% | 18.22%+8.5pp | 38.56%-11.8pp | 31.51%-4.8pp |
| Employer contribution / active EE | $112 | $1,669-93.3% | $2,527-95.6% | $2,654-95.8% |
| Participant deferral / active EE | $621 | $3,357-81.5% | $4,023-84.6% | $4,375-85.8% |
| Admin fee / account holder | $300 | $650-53.9% | $6,127-95.1% | $834-64.1% |