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 4-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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $36,644 |
Service code 27 8111 PRESTON ROAD, STE. 500 · DALLAS, TX 75225 | Advisory (Plan) | $24,647 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,890 | $95,880-41.7% | $107,525-48.0% | $85,563-34.7% |
| Participation rate | 44.8% | 70.1%-25.4pp | 75.1%-30.3pp | 66.0%-21.2pp |
| Annual return | 17.62% | 68.06%-50.4pp | 181.32%-163.7pp | 31.51%-13.9pp |
| Employer contribution / active EE | $1,822 | $3,812-52.2% | $3,754-51.5% | $2,654-31.3% |
| Participant deferral / active EE | $4,916 | $4,201+17.0% | $5,116-3.9% | $4,375+12.4% |
| Admin fee / account holder | $259 | $1,025-74.8% | $8,919-97.1% | $834-69.0% |