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 ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $31,445 |
CETERA ADVISOR NETWORKS LLC10+ years Filed as: CETERA ADVISORS LLC Service code 27 200 N PACIFIC COAST HWY STE 1200 · EL SEGUNDO, CA 90245 | Advisory (Plan) | $16,189 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,122 |
Service code 27 4340 REDWOOD HWY SUITE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $11,971 |
HICKS PENSION SERVICES10+ years Filed as: QUALIFIED SERVICES, INC. DBA HICKS Service code 13 · EIN 77-0155091 PENSION SERVICES · SAN LUIS OBISPO, CA 93405 | Contract Administrator | $2,475 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $143,441 | $59,097+142.7% | $82,389+74.1% | $74,304+93.0% |
| Participation rate | 37.8% | 52.8%-15.0pp | 69.5%-31.8pp | 60.3%-22.6pp |
| Annual return | 11.46% | 22.85%-11.4pp | 28.67%-17.2pp | 29.43%-18.0pp |
| Employer contribution / active EE | $2,416 | $1,601+50.9% | $2,517-4.0% | $2,241+7.8% |
| Participant deferral / active EE | $5,588 | $2,775+101.3% | $4,155+34.5% | $3,767+48.3% |
| Admin fee / account holder | $518 | $4,489-88.5% | $7,231-92.8% | $2,969-82.5% |