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 |
34 funds of $250K or more; 27 lines in all, holding $82.3M of the plan's $88.7M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: Vanguard Target Retirement, mutual fund, 65% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $53.3M | 64.7% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $3.3M | 4.0% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $3.2M | 3.9% |
| Vanguard Total Bond Market Index Fund Vanguard · Mutual fund Index | $2.6M | 3.2% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.1M | 2.5% |
| AB Large CAP Growth Fund INC Class Z AllianceBernstein · Mutual fund | $2.1M | 2.5% |
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.9M | 2.3% |
| Vanguard Small-Cap Index Fund Vanguard · Mutual fund Index | $1.8M | 2.2% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.6M | 2.0% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $1.5M | 1.8% |
See the other 17 lines in this lineup with Solo.
Solo shows every fund in this plan's lineup and every change since the prior filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Dropped 1 fund, likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedCurrent Vanguard Target Retirement 20 | $10.9M |
| ReplacedHighVanguard International Value Fund Investor Shares to Putnam International Value Fund Class R6 | $329K to $347K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
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% |