Filed March 6, 2025
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 | $114,028 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SWST PRKWY BLDG 2 · AUSTIN, TX 78735 | Advisory (Plan) | $75,585 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,580 | $98,727-51.8% | $113,168-58.0% | $85,563-44.4% |
| Participation rate | 81.7% | 80.8%+0.8pp | 76.6%+5.1pp | 66.0%+15.7pp |
| Annual return | 17.20% | 17.43%-0.2pp | 24.27%-7.1pp | 31.51%-14.3pp |
| Employer contribution / active EE | $2,720 | $2,907-6.4% | $2,975-8.6% | $2,654+2.5% |
| Participant deferral / active EE | $3,691 | $5,424-31.9% | $5,107-27.7% | $4,375-15.6% |
| Admin fee / account holder | $206 | $357-42.2% | $12,068-98.3% | $834-75.3% |