Filed June 5, 2025 (most recent of 2 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $33,978 |
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $27,429 |
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 | $76,877 | $58,923+30.5% | $97,167-20.9% | $74,546+3.1% |
| Participation rate | 93.2% | 63.6%+29.6pp | 72.7%+20.5pp | 67.2%+26.0pp |
| Annual return | 15.94% | 16.04%-0.1pp | 75.27%-59.3pp | 1366.03%-1350.1pp |
| Employer contribution / active EE | $907 | $1,894-52.1% | $2,729-66.8% | $2,624-65.4% |
| Participant deferral / active EE | $3,907 | $3,664+6.6% | $4,264-8.4% | $4,347-10.1% |
| Admin fee / account holder | $290 | $1,974-85.3% | $5,650-94.9% | $1,944-85.1% |