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 INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $813 |
Filed as: DYATECH Service code 15 · EIN 64-0936231 381 HIGHWAY COLONY PKWY · RIDGELAND, MS 39157 | Recordkeeping | $750 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 55 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Other Commissions | $30 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $20,617 | $53,345-61.4% | $121,098-83.0% | $74,419-72.3% |
| Participation rate | 49.2% | 60.0%-10.8pp | 69.5%-20.3pp | 70.7%-21.6pp |
| Annual return | 18.56% | 35.15%-16.6pp | 985.75%-967.2pp | 34.38%-15.8pp |
| Employer contribution / active EE | $0 | $1,898-100.0% | $4,164-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $1,636 | $3,221-49.2% | $4,080-59.9% | $4,528-63.9% |
| Admin fee / account holder | $0 | $382-100.0% | $5,644-100.0% | $348-100.0% |