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 LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,089 |
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 | $91,950 | $54,705+68.1% | $71,209+29.1% | $84,808+8.4% |
| Participation rate | 86.2% | 64.1%+22.1pp | 73.8%+12.4pp | 68.3%+17.9pp |
| Annual return | 15.44% | 35.90%-20.5pp | 282.51%-267.1pp | 40.90%-25.5pp |
| Employer contribution / active EE | $3,582 | $2,158+66.0% | $2,721+31.7% | $2,631+36.2% |
| Participant deferral / active EE | $8,796 | $3,030+190.3% | $4,175+110.7% | $4,212+108.9% |
| Admin fee / account holder | $116 | $4,863-97.6% | $5,349-97.8% | $7,344-98.4% |