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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $34,608 |
TRUSTMARK NATIONAL BANK8+ years Service code 25 248 E CAPITOL ST STE 580 · JACKSON, MS 39201 | Directed Trustee | $17,589 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $217 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $21,956 | $46,292-52.6% | $143,757-84.7% | $64,808-66.1% |
| Participation rate | 43.5% | 64.2%-20.7pp | 80.3%-36.8pp | 71.5%-28.0pp |
| Annual return | -15.97% | -10.05%-5.9pp | -0.04%-15.9pp | 32.82%-48.8pp |
| Employer contribution / active EE | $498 | $1,910-73.9% | $4,951-89.9% | $2,506-80.1% |
| Participant deferral / active EE | $1,084 | $2,646-59.0% | $5,637-80.8% | $4,310-74.8% |
| Admin fee / account holder | $291 | $154+89.5% | $14,673-98.0% | $188+55.2% |