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 | $44,557 |
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 | $55,145 | $59,417-7.2% | $93,606-41.1% | $74,495-26.0% |
| Participation rate | 85.9% | 59.7%+26.2pp | 68.7%+17.2pp | 67.2%+18.7pp |
| Annual return | 14.68% | 81.83%-67.2pp | 133.20%-118.5pp | 1364.94%-1350.3pp |
| Employer contribution / active EE | $1,723 | $1,264+36.3% | $2,420-28.8% | $2,623-34.3% |
| Participant deferral / active EE | $4,221 | $3,050+38.4% | $4,411-4.3% | $4,346-2.9% |
| Admin fee / account holder | $225 | $3,021-92.6% | $8,285-97.3% | $1,942-88.4% |