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 8-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 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $289,276 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $98,085 |
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 | $39,083 | $58,644-33.4% | $177,989-78.0% | $199,593-80.4% |
| Participation rate | 95.9% | 65.5%+30.4pp | 77.1%+18.8pp | 72.0%+23.9pp |
| Annual return | 16.76% | 19.25%-2.5pp | 294.48%-277.7pp | 34.25%-17.5pp |
| Employer contribution / active EE | $4,683 | $1,801+160.0% | $3,949+18.6% | $3,034+54.3% |
| Participant deferral / active EE | $5,892 | $4,248+38.7% | $6,276-6.1% | $5,087+15.8% |
| Admin fee / account holder | $146 | $145+0.2% | $10,363-98.6% | $269-45.8% |