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 |
|---|---|---|
Service code 27 45 ROCKEFELLER PLAZA, 5FL · NEW YORK, NY 10111 | Advisory (Plan) | $29,723 |
Service code 27 1400 AMERICAN BLVD, BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $18,807 |
Filed as: EMPOWER ANNUITY INC CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,371 |
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 | $103,421 | $101,317+2.1% | $146,958-29.6% | $74,495+38.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 17.30% | 8730.91%-8713.6pp | 418.34%-401.0pp | 1364.94%-1347.6pp |
| Employer contribution / active EE | $5,242 | $3,810+37.6% | $4,933+6.3% | $2,623+99.9% |
| Participant deferral / active EE | $10,300 | $7,303+41.0% | $8,070+27.6% | $4,346+137.0% |
| Admin fee / account holder | $335 | $1,739-80.7% | $12,998-97.4% | $1,942-82.7% |