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 | $96,479 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $21,820 |
Filed as: CERITY PARTNERS RETIREMENT PLAN ADV Service code 27 99 PARK AVE 16TH FL · NEW YORK, NY 10016 | Advisory (Plan) | $16,842 |
WELLS FARGO BANK, N.A.5 years Filed as: WELLS FARGO ADVISORS FIN NETWORK LL Service code 55 1NORTH JEFFERSON AVE · ST LOUIS, MO 63103 | Other Commissions | $9,664 |
Service code 27 1801 CALIFORNIA ST · DENVER, CO 80202 | Advisory (Plan) | $8,062 |
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 | $76,113 | $108,549-29.9% | $156,263-51.3% | $85,563-11.0% |
| Participation rate | 83.6% | 77.1%+6.5pp | 78.9%+4.7pp | 66.0%+17.6pp |
| Annual return | 15.93% | 21.79%-5.9pp | 59.47%-43.5pp | 31.51%-15.6pp |
| Employer contribution / active EE | $1,379 | $2,690-48.7% | $4,333-68.2% | $2,654-48.0% |
| Participant deferral / active EE | $4,370 | $4,800-9.0% | $6,158-29.0% | $4,375-0.1% |
| Admin fee / account holder | $239 | $650-63.3% | $14,255-98.3% | $834-71.4% |