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 | $104,844 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $14,938 | $64,768-76.9% | $76,190-80.4% | $77,643-80.8% |
| Participation rate | 100.0% | 72.6%+27.4pp | 79.3%+20.7pp | 70.6%+29.4pp |
| Annual return | 13.81% | 13.90%-0.1pp | 13.78%0pp | 31.24%-17.4pp |
| Employer contribution / active EE | $3,551 | $2,747+29.3% | $4,578-22.4% | $2,726+30.3% |
| Participant deferral / active EE | $1,982 | $3,709-46.6% | $5,474-63.8% | $4,647-57.4% |
| Admin fee / account holder | $133 | $1,025-87.0% | $5,123-97.4% | $430-69.0% |