See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,173 |
Service code 27 11101 SWITZER RD STE 200 · OVERLAND PARK, KS 66210 | Advisory (Plan) | $23,627 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $2,916 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $50,543 | $174,896-71.1% | $125,339-59.7% | - |
| Participation rate | 81.1% | 70.4%+10.7pp | 82.4%-1.2pp | - |
| Annual return | -13.22% | -12.90%-0.3pp | 572.05%-585.3pp | - |
| Employer contribution / active EE | $3,506 | $3,570-1.8% | $4,814-27.2% | - |
| Participant deferral / active EE | $5,960 | $6,354-6.2% | $7,446-20.0% | - |
| Admin fee / account holder | $209 | $56,117-99.6% | $10,010-97.9% | - |