See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 04-2530412 | Contract Administrator | $1,874 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,725 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,279 | $58,264-65.2% | $86,612-76.6% | $71,457-71.6% |
| Participation rate | 74.4% | 65.0%+9.4pp | 71.7%+2.7pp | 67.9%+6.4pp |
| Annual return | 11.31% | 21.63%-10.3pp | 591.07%-579.8pp | 28.85%-17.5pp |
| Employer contribution / active EE | $2,886 | $2,574+12.1% | $3,022-4.5% | $2,588+11.5% |
| Participant deferral / active EE | $1,353 | $3,436-60.6% | $4,438-69.5% | $4,289-68.4% |
| Admin fee / account holder | $2 | $1,057-99.8% | $5,614-100.0% | $1,587-99.9% |