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 | $46,235 |
Service code 55 5707 SOUTHWEST PKWY · AUSTIN, TX 78735 | Other Commissions | $19,959 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $831 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $57,613 | $65,908-12.6% | $81,812-29.6% | $77,643-25.8% |
| Participation rate | 39.8% | 65.8%-26.0pp | 72.3%-32.5pp | 70.6%-30.8pp |
| Annual return | 13.74% | 26.64%-12.9pp | 773.79%-760.0pp | 31.24%-17.5pp |
| Employer contribution / active EE | $1,881 | $2,370-20.6% | $2,912-35.4% | $2,726-31.0% |
| Participant deferral / active EE | $1,734 | $3,505-50.5% | $4,319-59.9% | $4,647-62.7% |
| Admin fee / account holder | $246 | $526-53.2% | $7,386-96.7% | $430-42.7% |