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 | $9,886 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,674 |
Filed as: SAN DIEGO PENSION CONSULTANTS, INC. Service code 13 5628 COPLEY DRIVE · SAN DIEGO, CA 92111 | Contract Administrator | $1,815 |
Service code 13 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Contract Administrator | $465 |
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 | $54,783 | $88,634-38.2% | $101,326-45.9% | $74,304-26.3% |
| Participation rate | 73.1% | 76.9%-3.8pp | 81.5%-8.4pp | 60.3%+12.7pp |
| Annual return | 16.23% | 33.10%-16.9pp | 36.82%-20.6pp | 29.43%-13.2pp |
| Employer contribution / active EE | $2,309 | $2,930-21.2% | $3,665-37.0% | $2,241+3.0% |
| Participant deferral / active EE | $8,321 | $7,322+13.6% | $7,994+4.1% | $3,767+120.9% |
| Admin fee / account holder | $79 | $2,425-96.7% | $11,185-99.3% | $2,969-97.3% |