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 | $29,574 |
FINANCIAL ADVOCATES1 year Filed as: FINANCIAL ADVOCATES INVESTMENT MGMN Service code 27 1601 COOPER POINT RD NW · OLYMPIA, WA 98502 | Advisory (Plan) | $20,071 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $15,718 |
SCS1 year Filed as: BENSLER LLC DBA SCS Service code 27 10900 NE 8TH ST, SUITE 1550 · BELLEVUE, WA 98004 | Advisory (Plan) | $6,156 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $92,929 | $64,119+44.9% | $112,228-17.2% | $66,914+38.9% |
| Participation rate | 95.5% | 68.5%+27.0pp | 75.1%+20.4pp | 69.8%+25.7pp |
| Annual return | -18.06% | -13.81%-4.3pp | 27.45%-45.5pp | 1.58%-19.6pp |
| Employer contribution / active EE | $3,841 | $3,005+27.8% | $3,635+5.7% | $2,544+51.0% |
| Participant deferral / active EE | $9,147 | $3,693+147.7% | $4,728+93.5% | $4,237+115.9% |
| Admin fee / account holder | $242 | $625-61.3% | $6,410-96.2% | $593-59.2% |