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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $33,248 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $27,856 |
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 | $52,054 | $87,870-40.8% | $113,168-54.0% | $74,304-29.9% |
| Participation rate | 87.9% | 70.7%+17.1pp | 76.6%+11.3pp | 60.3%+27.5pp |
| Annual return | 18.74% | 26.44%-7.7pp | 24.27%-5.5pp | 29.43%-10.7pp |
| Employer contribution / active EE | $2,190 | $2,277-3.8% | $2,975-26.4% | $2,241-2.3% |
| Participant deferral / active EE | $3,779 | $4,241-10.9% | $5,107-26.0% | $3,767+0.3% |
| Admin fee / account holder | $220 | $3,368-93.5% | $12,068-98.2% | $2,969-92.6% |