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 | $106,854 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $41,044 |
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 | $34,202 | $71,964-52.5% | $167,512-79.6% | $85,563-60.0% |
| Participation rate | 96.3% | 61.0%+35.4pp | 77.1%+19.3pp | 66.0%+30.4pp |
| Annual return | 15.05% | 18.83%-3.8pp | 1615.79%-1600.7pp | 31.51%-16.5pp |
| Employer contribution / active EE | $1,394 | $1,875-25.6% | $3,882-64.1% | $2,654-47.5% |
| Participant deferral / active EE | $3,010 | $4,110-26.8% | $6,405-53.0% | $4,375-31.2% |
| Admin fee / account holder | $140 | $815-82.8% | $9,769-98.6% | $834-83.2% |