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 | $64,159 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $36,822 |
AMERICAN FUNDS8 years Filed as: CAPITAL STRATEGIES INVESTMENT GROUP Service code 27 ONE PARKVIEW PLZ STE 620 · OAKBROOK TERRACE, IL 60181 | Advisory (Plan) | $32,500 |
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 | $81,921 | $92,055-11.0% | $106,213-22.9% | $77,643+5.5% |
| Participation rate | 100.0% | 81.0%+19.0pp | 75.3%+24.7pp | 70.6%+29.4pp |
| Annual return | 12.86% | 17.91%-5.0pp | 116.14%-103.3pp | 31.24%-18.4pp |
| Employer contribution / active EE | $4,891 | $3,367+45.3% | $3,171+54.2% | $2,726+79.4% |
| Participant deferral / active EE | $7,075 | $5,386+31.4% | $5,016+41.1% | $4,647+52.2% |
| Admin fee / account holder | $221 | $219+0.7% | $11,033-98.0% | $430-48.7% |