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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $53,776 |
Service code 55 · EIN 35-2552359 5707 SOUTHWEST PKWY · AUSTIN, TX 78735 | Other Commissions | $26,908 |
Service code 13 · EIN 27-0293282 PO BOX 601070 · JACKSONVILLE, FL 32260 | Contract Administrator | $12,727 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,591 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,921 | $82,202-61.2% | $125,339-74.5% | $64,808-50.7% |
| Participation rate | 60.1% | 77.9%-17.7pp | 82.4%-22.2pp | 71.5%-11.3pp |
| Annual return | -9.18% | 3.48%-12.7pp | 572.05%-581.2pp | 32.82%-42.0pp |
| Employer contribution / active EE | $1,273 | $3,615-64.8% | $4,814-73.6% | $2,506-49.2% |
| Participant deferral / active EE | $7,079 | $7,175-1.3% | $7,446-4.9% | $4,310+64.2% |
| Admin fee / account holder | $204 | $163+24.7% | $10,010-98.0% | $188+8.4% |