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 3-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 | $60,682 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $40,242 |
Filed as: FIFTH THIRD BANK Service code 27 38 FOUNTAIN SQ PLZ · CINCINNATI, OH 45263 | Advisory (Plan) | $18,387 |
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 | $18,762 | $49,693-62.2% | $70,515-73.4% | $74,419-74.8% |
| Participation rate | 95.6% | 64.7%+30.9pp | 68.3%+27.2pp | 70.7%+24.9pp |
| Annual return | 14.60% | 21.22%-6.6pp | 32.77%-18.2pp | 34.38%-19.8pp |
| Employer contribution / active EE | $942 | $1,773-46.9% | $2,973-68.3% | $2,637-64.3% |
| Participant deferral / active EE | $2,721 | $3,376-19.4% | $4,567-40.4% | $4,528-39.9% |
| Admin fee / account holder | $134 | $316-57.6% | $6,412-97.9% | $348-61.5% |