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 9-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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,039 |
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $18,989 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $19,854 | $78,485-74.7% | $106,213-81.3% | $74,495-73.3% |
| Participation rate | 82.3% | 72.8%+9.5pp | 75.3%+7.0pp | 67.2%+15.1pp |
| Annual return | 14.94% | 15.95%-1.0pp | 116.14%-101.2pp | 1364.94%-1350.0pp |
| Employer contribution / active EE | $396 | $2,523-84.3% | $3,171-87.5% | $2,623-84.9% |
| Participant deferral / active EE | $2,053 | $4,322-52.5% | $5,016-59.1% | $4,346-52.8% |
| Admin fee / account holder | $150 | $2,232-93.3% | $11,033-98.6% | $1,942-92.3% |