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 15 · EIN 84-0467907 | Recordkeeping | $53,630 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $35,904 |
AMERICAN FUNDS7 years Filed as: CAPITAL STRATEGIES INVESTMENT GROUP Service code 27 ONE PARKVIEW PLAZA, STE 620 · OAKBROOK TERRACE, IL 60181 | Advisory (Plan) | $30,000 |
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 | $86,524 | $99,078-12.7% | $96,544-10.4% | $74,419+16.3% |
| Participation rate | 84.9% | 80.7%+4.2pp | 76.0%+8.9pp | 70.7%+14.2pp |
| Annual return | 16.18% | 22.48%-6.3pp | 25.84%-9.7pp | 34.38%-18.2pp |
| Employer contribution / active EE | $4,409 | $2,570+71.5% | $2,965+48.7% | $2,637+67.2% |
| Participant deferral / active EE | $6,442 | $4,933+30.6% | $4,851+32.8% | $4,528+42.3% |
| Admin fee / account holder | $226 | $225+0.5% | $8,252-97.3% | $348-35.1% |