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 ANNUITY INSURANCE COMPANY Service code 13 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $126,134 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $166,334 | $99,078+67.9% | $96,544+72.3% | $74,419+123.5% |
| Participation rate | 93.7% | 80.7%+13.1pp | 76.0%+17.8pp | 70.7%+23.0pp |
| Annual return | 14.30% | 22.48%-8.2pp | 25.84%-11.5pp | 34.38%-20.1pp |
| Employer contribution / active EE | $3,652 | $2,570+42.1% | $2,965+23.2% | $2,637+38.5% |
| Participant deferral / active EE | $9,673 | $4,933+96.1% | $4,851+99.4% | $4,528+113.6% |
| Admin fee / account holder | $137 | $225-38.8% | $8,252-98.3% | $348-60.5% |