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 | $34,976 |
Service code 27 9855 W 78TH ST STE 100 · EDEN PRAIRIE, MN 55344 | Advisory (Plan) | $24,364 |
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 | $55,526 | $88,083-37.0% | $164,813-66.3% | $74,495-25.5% |
| Participation rate | 96.2% | 73.0%+23.1pp | 78.6%+17.6pp | 67.2%+29.0pp |
| Annual return | 13.65% | 17.26%-3.6pp | 69.93%-56.3pp | 1364.94%-1351.3pp |
| Employer contribution / active EE | $2,479 | $2,593-4.4% | $4,341-42.9% | $2,623-5.5% |
| Participant deferral / active EE | $4,450 | $4,498-1.1% | $6,031-26.2% | $4,346+2.4% |
| Admin fee / account holder | $309 | $2,234-86.2% | $12,690-97.6% | $1,942-84.1% |