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 | $27,672 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,467 |
Plan reported corrective distributions (failed ADP/ACP testing).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,321 | $101,317-24.7% | $146,958-48.1% | $74,495+2.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 22.24% | 8730.91%-8708.7pp | 418.34%-396.1pp | 1364.94%-1342.7pp |
| Employer contribution / active EE | $7,713 | $3,810+102.4% | $4,933+56.4% | $2,623+194.0% |
| Participant deferral / active EE | $16,876 | $7,303+131.1% | $8,070+109.1% | $4,346+288.3% |
| Admin fee / account holder | $128 | $1,739-92.7% | $12,998-99.0% | $1,942-93.4% |