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 | $33,554 |
LPL FINANCIAL6 years Filed as: LION STREET FINANCIAL LLC Service code 55 300 COLORADO ST STE 2600 · AUSTIN, TX 78701 | Other Commissions | $20,893 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,832 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,719 | $78,485-31.6% | $106,213-49.4% | $74,495-27.9% |
| Participation rate | 86.4% | 72.8%+13.5pp | 75.3%+11.1pp | 67.2%+19.2pp |
| Annual return | 10.35% | 15.95%-5.6pp | 116.14%-105.8pp | 1364.94%-1354.6pp |
| Employer contribution / active EE | $494 | $2,523-80.4% | $3,171-84.4% | $2,623-81.2% |
| Participant deferral / active EE | $2,687 | $4,322-37.8% | $5,016-46.4% | $4,346-38.2% |
| Admin fee / account holder | $346 | $2,232-84.5% | $11,033-96.9% | $1,942-82.2% |