See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 13 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $214,685 |
Service code 27 · EIN 39-1859759 | Advisory (Plan) | $70,000 |
GRANT THORNTON LLP4 years Service code 10 · EIN 36-6055558 | Accounting | $18,200 |
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 | $79,365 | $88,480-10.3% | $96,683-17.9% | $80,160-1.0% |
| Participation rate | 95.4% | 79.9%+15.5pp | 74.3%+21.0pp | 72.9%+22.4pp |
| Annual return | 18.30% | 22.53%-4.2pp | 35.69%-17.4pp | 40.38%-22.1pp |
| Employer contribution / active EE | $2,400 | $4,176-42.5% | $3,737-35.8% | $2,978-19.4% |
| Participant deferral / active EE | $7,503 | $3,959+89.5% | $4,878+53.8% | $5,017+49.5% |
| Admin fee / account holder | $79 | $212-62.9% | $6,730-98.8% | $145-45.8% |