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 INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GRENNWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,822 |
TSC 401K1 year Service code 13 · EIN 41-0955056 | Contract Administrator | $15,859 |
Service code 27 · EIN 82-4555287 | Advisory (Plan) | $14,560 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,429 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,702 | $79,171-80.2% | $102,423-84.7% | $74,495-78.9% |
| Participation rate | 99.3% | 74.8%+24.5pp | 76.5%+22.8pp | 67.2%+32.1pp |
| Annual return | 14.84% | 54.93%-40.1pp | 29.32%-14.5pp | 1364.94%-1350.1pp |
| Employer contribution / active EE | $1,595 | $2,362-32.5% | $3,023-47.2% | $2,623-39.2% |
| Participant deferral / active EE | $3,242 | $4,415-26.6% | $5,053-35.8% | $4,346-25.4% |
| Admin fee / account holder | $235 | $2,001-88.2% | $9,451-97.5% | $1,942-87.9% |