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 INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $44,933 |
LINSCO/PRIVATE LEDGER CORP2 years Filed as: LINSCO/PRIVATE LEDFER CORP Service code 55 | Other Commissions | $23,674 |
Service code 99 6504 BRIDGE POINT PKWY, STE 450 · AUSTIN, TX 78730 | Other Fees | $7,904 |
LINSCO/PRIVATE LEDGER CORP2 years Service code 55 9785 TOWNE CENTRE DRIVE · SAN DIEGO, CA 92121 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $110,198 | $96,484+14.2% | $156,263-29.5% | $74,304+48.3% |
| Participation rate | 61.1% | 67.7%-6.5pp | 78.9%-17.8pp | 60.3%+0.8pp |
| Annual return | 16.47% | 17.73%-1.3pp | 59.47%-43.0pp | 29.43%-13.0pp |
| Employer contribution / active EE | $779 | $2,528-69.2% | $4,333-82.0% | $2,241-65.2% |
| Participant deferral / active EE | $4,519 | $4,286+5.4% | $6,158-26.6% | $3,767+20.0% |
| Admin fee / account holder | $330 | $3,728-91.1% | $14,255-97.7% | $2,969-88.9% |