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 | $128,568 |
FREESTATE ADVISORS LLC9 years Service code 27 4901 WEST 136TH STREET · LEAWOOD, KS 66224 | Advisory (Plan) | $116,229 |
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 | $25,631 | $65,241-60.7% | $126,539-79.7% | $85,563-70.0% |
| Participation rate | 94.8% | 48.6%+46.2pp | 69.8%+25.0pp | 66.0%+28.8pp |
| Annual return | 14.89% | 42.19%-27.3pp | 425.95%-411.1pp | 31.51%-16.6pp |
| Employer contribution / active EE | $960 | $1,937-50.4% | $3,674-73.9% | $2,654-63.8% |
| Participant deferral / active EE | $2,485 | $3,032-18.1% | $4,083-39.1% | $4,375-43.2% |
| Admin fee / account holder | $287 | $1,031-72.1% | $6,065-95.3% | $834-65.5% |