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 7-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 | $63,446 |
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 | $106,209 | $55,416+91.7% | $75,972+39.8% | $77,643+36.8% |
| Participation rate | 95.9% | 63.6%+32.3pp | 69.1%+26.8pp | 70.6%+25.3pp |
| Annual return | 13.62% | 17.07%-3.5pp | 359.55%-345.9pp | 31.24%-17.6pp |
| Employer contribution / active EE | $2,803 | $1,788+56.8% | $2,685+4.4% | $2,726+2.8% |
| Participant deferral / active EE | $8,749 | $3,447+153.8% | $4,255+105.6% | $4,647+88.3% |
| Admin fee / account holder | $196 | $414-52.5% | $6,467-97.0% | $430-54.4% |