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 | $54,746 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $44,405 |
SAGEVIEW ADVISORY GROUP, LLC4 years Service code 27 1920 MAIN ST · IRVINE, CA 92614 | Advisory (Plan) | $32,856 |
NOVA 401(K) ASSOCIATES2 years Service code 13 10777 NORTHWEST FREEWAY · HOUSTON, TX 77092 | Contract Administrator | $15,905 |
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 | $159,554 | $119,446+33.6% | $150,045+6.3% | $85,563+86.5% |
| Participation rate | 98.2% | 75.4%+22.8pp | 82.3%+15.9pp | 66.0%+32.2pp |
| Annual return | 15.91% | 23.72%-7.8pp | 62.55%-46.6pp | 31.51%-15.6pp |
| Employer contribution / active EE | $1,916 | $4,078-53.0% | $4,693-59.2% | $2,654-27.8% |
| Participant deferral / active EE | $11,166 | $7,985+39.8% | $7,997+39.6% | $4,375+155.2% |
| Admin fee / account holder | $262 | $548-52.2% | $13,435-98.1% | $834-68.6% |