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 4-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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,554 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $27,943 | $69,763-59.9% | $67,502-58.6% | $74,495-62.5% |
| Participation rate | 77.4% | 71.4%+6.1pp | 72.9%+4.5pp | 67.2%+10.2pp |
| Annual return | 16.90% | -40.34%+57.2pp | 3512.12%-3495.2pp | 1364.94%-1348.0pp |
| Employer contribution / active EE | $1,509 | $2,704-44.2% | $2,731-44.8% | $2,623-42.5% |
| Participant deferral / active EE | $3,509 | $3,636-3.5% | $4,000-12.3% | $4,346-19.3% |
| Admin fee / account holder | $102 | $896-88.6% | $3,998-97.4% | $1,942-94.7% |