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 6-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 | $197,849 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $42,035 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $47,650 | $55,347-13.9% | $120,354-60.4% | $199,593-76.1% |
| Participation rate | 68.5% | 52.9%+15.6pp | 71.9%-3.4pp | 72.0%-3.5pp |
| Annual return | 13.04% | 15.37%-2.3pp | 107.15%-94.1pp | 34.25%-21.2pp |
| Employer contribution / active EE | $1,591 | $1,296+22.8% | $3,463-54.0% | $3,034-47.6% |
| Participant deferral / active EE | $2,896 | $2,350+23.2% | $4,991-42.0% | $5,087-43.1% |
| Admin fee / account holder | $128 | $134-4.2% | $9,423-98.6% | $269-52.2% |