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 | $14,289 |
LPL FINANCIAL4 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $10,394 |
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 | $43,767 | $46,674-6.2% | $117,472-62.7% | $68,494-36.1% |
| Participation rate | 88.5% | 56.8%+31.7pp | 70.6%+17.9pp | 67.9%+20.6pp |
| Annual return | -15.32% | -14.52%-0.8pp | 29.74%-45.1pp | -7.84%-7.5pp |
| Employer contribution / active EE | $2,254 | $1,505+49.8% | $4,176-46.0% | $2,596-13.2% |
| Participant deferral / active EE | $3,775 | $2,636+43.2% | $4,070-7.2% | $4,027-6.3% |
| Admin fee / account holder | $257 | $4,020-93.6% | $5,645-95.4% | $5,403-95.2% |