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 | $106,934 |
Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 27 · EIN 36-4291971 1100 SUPERIOR AVE STE 1700 · CLEVELAND, OH 44114 | Advisory (Plan) | $60,000 |
MOSS ADAMS LLP5 years Service code 99 · EIN 91-0189318 PO BOX 101822 · PASADENA, CA 91189 | Other Fees | $47,250 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 · EIN 04-3523567 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,635 |
Filed as: EMPOWER FINANCIAL SERVICES,INC Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Securities brokerage; Shareholder ser... | $175 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,678 | $96,486-14.3% | $153,485-46.1% | $77,643+6.5% |
| Participation rate | 94.2% | 81.6%+12.5pp | 77.1%+17.1pp | 70.6%+23.6pp |
| Annual return | 15.04% | 14.44%+0.6pp | 15.65%-0.6pp | 31.24%-16.2pp |
| Employer contribution / active EE | $6,080 | $5,224+16.4% | $5,039+20.7% | $2,726+123.0% |
| Participant deferral / active EE | $9,380 | $6,609+41.9% | $6,757+38.8% | $4,647+101.8% |
| Admin fee / account holder | $287 | $182+57.1% | $12,724-97.7% | $430-33.4% |