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 | $88,583 |
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $56,872 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $52,834 | $106,028-50.2% | $146,958-64.0% | $77,643-32.0% |
| Participation rate | 63.4% | 78.4%-15.0pp | 82.2%-18.8pp | 70.6%-7.2pp |
| Annual return | 14.29% | 56.73%-42.4pp | 418.34%-404.0pp | 31.24%-16.9pp |
| Employer contribution / active EE | $4,373 | $4,063+7.6% | $4,933-11.3% | $2,726+60.4% |
| Participant deferral / active EE | $10,543 | $7,990+32.0% | $8,070+30.6% | $4,647+126.9% |
| Admin fee / account holder | $224 | $337-33.6% | $12,998-98.3% | $430-47.9% |