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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $228,197 |
BALDWIN & BALDWIN PLLC1 year Filed as: THE BALDWIN GROUP WEALTH ADVISORS L Service code 27 2050 MAIN ST STE 510 · IRVINE, CA 92614 | Advisory (Plan) | $101,931 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,840 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $89,346 | $62,624+42.7% | $177,989-49.8% | $77,643+15.1% |
| Participation rate | 97.1% | 66.8%+30.3pp | 77.1%+20.0pp | 70.6%+26.5pp |
| Annual return | 13.65% | 16.16%-2.5pp | 294.48%-280.8pp | 31.24%-17.6pp |
| Employer contribution / active EE | $1,729 | $1,909-9.4% | $3,949-56.2% | $2,726-36.6% |
| Participant deferral / active EE | $6,570 | $4,219+55.7% | $6,276+4.7% | $4,647+41.4% |
| Admin fee / account holder | $414 | $386+7.3% | $10,363-96.0% | $430-3.8% |