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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.
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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 | $6,749 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,632 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $71,736 | $66,098+8.5% | $101,794-29.5% | $74,304-3.5% |
| Participation rate | 52.1% | 53.8%-1.7pp | 69.2%-17.1pp | 60.3%-8.3pp |
| Annual return | 11.25% | 19.59%-8.3pp | 30.53%-19.3pp | 29.43%-18.2pp |
| Employer contribution / active EE | $1,292 | $1,082+19.4% | $2,289-43.6% | $2,241-42.4% |
| Participant deferral / active EE | $3,473 | $2,781+24.9% | $4,084-15.0% | $3,767-7.8% |
| Admin fee / account holder | $85 | $4,146-98.0% | $8,777-99.0% | $2,969-97.1% |