Filed January 5, 2026 (most recent of 5 filings on file)
Total covered: 339 employees
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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $561,996 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $384,529 |
Filed as: QDRO CONSULTANTS Service code 16 · EIN 34-1820650 | Consulting | $2,250 |
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).
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 | $193,879 | $151,876+27.7% | $113,168+71.3% | $117,739+64.7% |
| Participation rate | 99.6% | 92.5%+7.1pp | 76.6%+23.1pp | 76.6%+23.0pp |
| Annual return | 10.98% | 15.75%-4.8pp | 24.27%-13.3pp | 17.29%-6.3pp |
| Employer contribution / active EE | $6,644 | $4,598+44.5% | $2,975+123.3% | $3,746+77.4% |
| Participant deferral / active EE | $10,425 | $7,767+34.2% | $5,107+104.1% | $6,128+70.1% |
| Admin fee / account holder | $101 | $70+44.6% | $12,068-99.2% | $112-9.6% |