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 9-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 | $163,864 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,819 |
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 | $29,665 | $65,908-55.0% | $81,812-63.7% | $77,643-61.8% |
| Participation rate | 96.0% | 65.8%+30.2pp | 72.3%+23.6pp | 70.6%+25.4pp |
| Annual return | 11.83% | 26.64%-14.8pp | 773.79%-762.0pp | 31.24%-19.4pp |
| Employer contribution / active EE | $1,108 | $2,370-53.3% | $2,912-62.0% | $2,726-59.4% |
| Participant deferral / active EE | $2,659 | $3,505-24.1% | $4,319-38.4% | $4,647-42.8% |
| Admin fee / account holder | $146 | $526-72.3% | $7,386-98.0% | $430-66.1% |