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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $31,573 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $24,576 |
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 | $29,237 | $29,548-1.1% | $56,411-48.2% | $77,643-62.3% |
| Participation rate | 45.2% | 32.7%+12.5pp | 52.5%-7.3pp | 70.6%-25.4pp |
| Annual return | 13.97% | 19.01%-5.0pp | 1701.33%-1687.4pp | 31.24%-17.3pp |
| Employer contribution / active EE | $924 | $568+62.8% | $1,039-11.0% | $2,726-66.1% |
| Participant deferral / active EE | $2,238 | $1,061+111.0% | $1,952+14.7% | $4,647-51.8% |
| Admin fee / account holder | $129 | $1,046-87.6% | $2,829-95.4% | $430-69.9% |