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 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $4,307 |
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 | $49,844 | $95,803-48.0% | $113,168-56.0% | $84,808-41.2% |
| Participation rate | 95.8% | 72.9%+22.9pp | 76.6%+19.2pp | 68.3%+27.5pp |
| Annual return | 17.28% | 25.00%-7.7pp | 24.27%-7.0pp | 40.90%-23.6pp |
| Employer contribution / active EE | $1,632 | $2,360-30.8% | $2,975-45.1% | $2,631-38.0% |
| Participant deferral / active EE | $2,532 | $4,242-40.3% | $5,107-50.4% | $4,212-39.9% |
| Admin fee / account holder | $40 | $8,989-99.6% | $12,068-99.7% | $7,344-99.5% |