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 | $74,990 |
Service code 55 5707 SOUTHWEST PKWY · FT WORTH, TX 78735 | Other Commissions | $34,878 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,544 |
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 | $36,017 | $66,457-45.8% | $81,382-55.7% | $77,643-53.6% |
| Participation rate | 84.4% | 68.7%+15.6pp | 69.5%+14.9pp | 70.6%+13.8pp |
| Annual return | 17.04% | 15.93%+1.1pp | 24.73%-7.7pp | 31.24%-14.2pp |
| Employer contribution / active EE | $2,918 | $2,159+35.1% | $2,463+18.5% | $2,726+7.1% |
| Participant deferral / active EE | $4,848 | $3,679+31.8% | $3,883+24.8% | $4,647+4.3% |
| Admin fee / account holder | $180 | $583-69.1% | $5,768-96.9% | $430-58.1% |