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 O Service code 62 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Float revenue; Recordkeeping fees | $142,230 |
LPL FINANCIAL8+ years Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $15,000 |
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 | $26,231 | $63,321-58.6% | $68,791-61.9% | $77,904-66.3% |
| Participation rate | 91.4% | 71.1%+20.3pp | 69.0%+22.4pp | 73.7%+17.7pp |
| Annual return | -6.37% | -6.50%+0.1pp | -6.38%0pp | 12.21%-18.6pp |
| Employer contribution / active EE | $1,818 | $2,794-34.9% | $2,655-31.5% | $2,848-36.2% |
| Participant deferral / active EE | $4,082 | $4,029+1.3% | $3,941+3.6% | $4,806-15.1% |
| Admin fee / account holder | $64 | $104-38.3% | $4,932-98.7% | $133-51.4% |