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 9-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 | $17,958 |
Service code 27 1400 AMERICAN BLVD BLDG 4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $12,175 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,569 | $57,016-51.6% | $84,966-67.6% | $80,856-65.9% |
| Participation rate | 76.3% | 56.3%+19.9pp | 67.5%+8.8pp | 67.6%+8.7pp |
| Annual return | 17.47% | 21.66%-4.2pp | 66.38%-48.9pp | 35.59%-18.1pp |
| Employer contribution / active EE | $938 | $1,798-47.8% | $2,727-65.6% | $2,755-65.9% |
| Participant deferral / active EE | $1,514 | $3,110-51.3% | $4,519-66.5% | $4,296-64.8% |
| Admin fee / account holder | $319 | $4,980-93.6% | $6,149-94.8% | $6,918-95.4% |