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 | $78,209 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $42,415 |
AMERICAN FUNDS9 years Filed as: CAPITAL STRATEGIES INVESTMENT GROUP Service code 27 ONE PARKVIEW PLZ STE 620 · OAKBROOK TERRACE, IL 60181 | Advisory (Plan) | $40,000 |
A.C. EVANS LLC1 year Filed as: AC EVANS LLC Service code 10 3252 IRON HILL RD · UNION, MO 63084 | Accounting | $16,950 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,891 | $104,919-12.4% | $116,228-20.9% | $85,563+7.4% |
| Participation rate | 85.0% | 78.6%+6.4pp | 74.6%+10.5pp | 66.0%+19.1pp |
| Annual return | 16.12% | 15.38%+0.7pp | 90.06%-73.9pp | 31.51%-15.4pp |
| Employer contribution / active EE | $4,173 | $3,485+19.7% | $2,994+39.4% | $2,654+57.3% |
| Participant deferral / active EE | $6,131 | $5,306+15.5% | $4,953+23.8% | $4,375+40.1% |
| Admin fee / account holder | $193 | $429-55.0% | $11,989-98.4% | $834-76.9% |