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 Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,115 |
EIP CORP9 years Service code 13 · EIN 48-0949535 7300 W 110TH ST STE 450 · OVERLAND PARK, KS 66210 | Contract Administrator | $986 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $273 |
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 | $39,480 | $59,417-33.6% | $93,606-57.8% | $74,495-47.0% |
| Participation rate | 89.6% | 59.7%+29.9pp | 68.7%+20.8pp | 67.2%+22.4pp |
| Annual return | 16.56% | 81.83%-65.3pp | 133.20%-116.6pp | 1364.94%-1348.4pp |
| Employer contribution / active EE | $686 | $1,264-45.7% | $2,420-71.6% | $2,623-73.8% |
| Participant deferral / active EE | $4,292 | $3,050+40.7% | $4,411-2.7% | $4,346-1.2% |
| Admin fee / account holder | $14 | $3,021-99.5% | $8,285-99.8% | $1,942-99.3% |