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 | $88,718 |
SAGEVIEW ADVISORY GROUP, LLC2 years Service code 28 1920 MAIN STREET · IRVINE, CA 92614 | Investment Management | $21,904 |
Filed as: CHARLES SCHWAB & CO. Service code 26 · EIN 94-1737782 | Advisory (Participants) | $0 |
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 | $78,107 | $99,078-21.2% | $96,544-19.1% | $74,419+5.0% |
| Participation rate | 76.6% | 80.7%-4.1pp | 76.0%+0.6pp | 70.7%+5.8pp |
| Annual return | 15.14% | 22.48%-7.3pp | 25.84%-10.7pp | 34.38%-19.2pp |
| Employer contribution / active EE | $1,398 | $2,570-45.6% | $2,965-52.8% | $2,637-47.0% |
| Participant deferral / active EE | $5,723 | $4,933+16.0% | $4,851+18.0% | $4,528+26.4% |
| Admin fee / account holder | $103 | $225-54.1% | $8,252-98.7% | $348-70.3% |