Filed December 18, 2025 (most recent of 5 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $1,140,725 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $445,208 |
FINANCIAL ENGINES1 year Filed as: FINANCIAL ENGINES ADVISORS LLC Service code 99 · EIN 77-0473565 | Other Fees | $9,877 |
Service code 99 · EIN 39-1897480 | Other Fees | $8,619 |
Filed as: ABSOLUTE CAPITAL MANAGMENT LLC Service code 26 · EIN 25-1879568 | Advisory (Participants) | $7,476 |
Service code 99 · EIN 83-2676110 | Other Fees | $4,257 |
Filed as: VESTIA ADVISORS LLC Service code 99 · EIN 82-1828832 | Other Fees | $3,633 |
CHARLES SCHWAB & CO., INC.8 years Service code 26 · EIN 94-1737782 | Advisory (Participants) | $2,421 |
DRIVEN INVESTMENTS LLC1 year Service code 99 · EIN 85-1639367 | Other Fees | $613 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,951 | $73,283-12.7% | $155,509-58.9% | $106,382-39.9% |
| Participation rate | 88.5% | 73.3%+15.2pp | 78.2%+10.3pp | 69.9%+18.6pp |
| Annual return | 16.34% | 15.77%+0.6pp | 64.67%-48.3pp | 17.37%-1.0pp |
| Employer contribution / active EE | $0 | $2,247-100.0% | $4,672-100.0% | $3,364-100.0% |
| Participant deferral / active EE | $6,408 | $4,580+39.9% | $5,626+13.9% | $5,569+15.1% |
| Admin fee / account holder | $87 | $56+55.8% | $15,912-99.5% | $79+10.3% |