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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,324 |
Filed as: CAMBRIDGE INVESTMENT GROUP Service code 27 1776 PLEASANT PLAIN RD · FAIRFIELD, VA 52556 | Advisory (Plan) | $14,522 |
PROFESSIONAL BENEFIT SERVICES8+ years Service code 13 · EIN 93-0998477 1193 ROYVONNE SE, SUITE 22 · SALEM, OR 97302 | Contract Administrator | $6,911 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,458 |
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 | $33,021 | $63,442-47.9% | $68,791-52.0% | $66,914-50.7% |
| Participation rate | 31.8% | 60.0%-28.1pp | 69.0%-37.2pp | 69.8%-38.0pp |
| Annual return | -14.89% | -8.29%-6.6pp | -6.38%-8.5pp | 1.58%-16.5pp |
| Employer contribution / active EE | $168 | $1,775-90.5% | $2,655-93.7% | $2,544-93.4% |
| Participant deferral / active EE | $1,230 | $2,945-58.2% | $3,941-68.8% | $4,237-71.0% |
| Admin fee / account holder | $197 | $577-65.9% | $4,932-96.0% | $593-66.8% |