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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $62,817 |
STIFEL NICOLAUS & CO INC6 years Service code 27 501 N BROADWAY · ST LOUIS, MO 63102 | Advisory (Plan) | $56,715 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,531 | $72,607+55.0% | $90,749+24.0% | $66,914+68.2% |
| Participation rate | 92.9% | 73.7%+19.2pp | 75.7%+17.2pp | 69.8%+23.1pp |
| Annual return | -15.66% | -12.28%-3.4pp | -12.16%-3.5pp | 1.58%-17.2pp |
| Employer contribution / active EE | $5,239 | $2,369+121.2% | $2,921+79.4% | $2,544+105.9% |
| Participant deferral / active EE | $6,680 | $3,977+67.9% | $4,564+46.4% | $4,237+57.7% |
| Admin fee / account holder | $447 | $707-36.7% | $8,445-94.7% | $593-24.6% |