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 13 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $106,333 |
Service code 27 · EIN 61-1758632 | Advisory (Plan) | $64,375 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $64,375 |
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 | $159,356 | $56,638+181.4% | $169,368-5.9% | $74,419+114.1% |
| Participation rate | 97.7% | 67.5%+30.2pp | 77.1%+20.5pp | 70.7%+27.0pp |
| Annual return | 19.10% | 24.75%-5.6pp | 405.60%-386.5pp | 34.38%-15.3pp |
| Employer contribution / active EE | $3,342 | $2,027+64.9% | $4,013-16.7% | $2,637+26.7% |
| Participant deferral / active EE | $12,490 | $4,223+195.8% | $6,221+100.8% | $4,528+175.8% |
| Admin fee / account holder | $154 | $307-49.9% | $9,003-98.3% | $348-55.8% |