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 | $17,234 |
MMA SECURITIES LLC2 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $14,203 |
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 | $15,657 | $55,415-71.7% | $155,509-89.9% | $74,495-79.0% |
| Participation rate | 97.3% | 61.9%+35.4pp | 78.2%+19.2pp | 67.2%+30.1pp |
| Annual return | 14.59% | 268.50%-253.9pp | 64.67%-50.1pp | 1364.94%-1350.3pp |
| Employer contribution / active EE | $842 | $2,267-62.8% | $4,672-82.0% | $2,623-67.9% |
| Participant deferral / active EE | $1,973 | $2,836-30.4% | $5,626-64.9% | $4,346-54.6% |
| Admin fee / account holder | $87 | $1,738-95.0% | $15,912-99.5% | $1,942-95.5% |