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 INS CO OF AMERICA Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $124,566 |
Service code 13 16703 EARLY RISER AVE STE 210 · LAND O LAKES, FL 34638 | Contract Administrator | $30,779 |
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 | $23,560 | $41,510-43.2% | $84,966-72.3% | $99,062-76.2% |
| Participation rate | 18.3% | 35.3%-16.9pp | 67.5%-49.2pp | 71.6%-53.3pp |
| Annual return | 13.96% | 17.38%-3.4pp | 66.38%-52.4pp | 17.66%-3.7pp |
| Employer contribution / active EE | $376 | $1,137-66.9% | $2,727-86.2% | $3,262-88.5% |
| Participant deferral / active EE | $660 | $2,246-70.6% | $4,519-85.4% | $5,331-87.6% |
| Admin fee / account holder | $98 | $175-43.9% | $6,149-98.4% | $109-9.8% |