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 9-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 |
|---|---|---|
Service code 27 PO BOX 198928 · NASHVILLE, TN 37238 | Advisory (Plan) | $18,758 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,410 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $133,874 | $66,457+101.4% | $81,382+64.5% | $77,643+72.4% |
| Participation rate | 95.0% | 68.7%+26.2pp | 69.5%+25.5pp | 70.6%+24.4pp |
| Annual return | 11.13% | 15.93%-4.8pp | 24.73%-13.6pp | 31.24%-20.1pp |
| Employer contribution / active EE | $1,640 | $2,159-24.1% | $2,463-33.4% | $2,726-39.8% |
| Participant deferral / active EE | $4,650 | $3,679+26.4% | $3,883+19.8% | $4,647+0.1% |
| Admin fee / account holder | $79 | $583-86.4% | $5,768-98.6% | $430-81.6% |