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 7-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 LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,616 |
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.
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 | $18,969 | $59,417-68.1% | $93,606-79.7% | $74,495-74.5% |
| Participation rate | 86.8% | 59.7%+27.2pp | 68.7%+18.1pp | 67.2%+19.6pp |
| Annual return | 42.00% | 81.83%-39.8pp | 133.20%-91.2pp | 1364.94%-1322.9pp |
| Employer contribution / active EE | $0 | $1,264-100.0% | $2,420-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $7,010 | $3,050+129.8% | $4,411+58.9% | $4,346+61.3% |
| Admin fee / account holder | $75 | $3,021-97.5% | $8,285-99.1% | $1,942-96.1% |