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 | $18,132 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,019 |
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 | $27,151 | $55,415-51.0% | $155,509-82.5% | $74,495-63.6% |
| Participation rate | 98.6% | 61.9%+36.7pp | 78.2%+20.4pp | 67.2%+31.4pp |
| Annual return | 14.62% | 268.50%-253.9pp | 64.67%-50.0pp | 1364.94%-1350.3pp |
| Employer contribution / active EE | $3,180 | $2,267+40.3% | $4,672-31.9% | $2,623+21.2% |
| Participant deferral / active EE | $3,346 | $2,836+18.0% | $5,626-40.5% | $4,346-23.0% |
| Admin fee / account holder | $69 | $1,738-96.1% | $15,912-99.6% | $1,942-96.5% |