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 | $42,585 |
WILLIAM BLAIR2 years Filed as: WILLIAM BLAIR & COMPANY LLC Service code 55 222 W ADAMS ST · CHICAGO, IL 60606 | Other Commissions | $12,546 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,139 | $95,803-20.5% | $113,168-32.7% | $84,808-10.2% |
| Participation rate | 90.4% | 72.9%+17.5pp | 76.6%+13.8pp | 68.3%+22.1pp |
| Annual return | 12.03% | 25.00%-13.0pp | 24.27%-12.2pp | 40.90%-28.9pp |
| Employer contribution / active EE | $1,387 | $2,360-41.2% | $2,975-53.4% | $2,631-47.3% |
| Participant deferral / active EE | $4,471 | $4,242+5.4% | $5,107-12.4% | $4,212+6.2% |
| Admin fee / account holder | $380 | $8,989-95.8% | $12,068-96.8% | $7,344-94.8% |