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 |
|---|---|---|
Service code 99 PO BOX 30918 · BILLINGS, MT 59116 | Other Fees | $20,723 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,534 |
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,798 | $55,371+36.9% | $95,585-20.7% | $74,304+2.0% |
| Participation rate | 92.3% | 53.8%+38.5pp | 72.1%+20.2pp | 60.3%+32.0pp |
| Annual return | 17.68% | 24.26%-6.6pp | 38.56%-20.9pp | 29.43%-11.8pp |
| Employer contribution / active EE | $1,815 | $1,437+26.3% | $2,527-28.2% | $2,241-19.0% |
| Participant deferral / active EE | $5,321 | $2,955+80.0% | $4,023+32.3% | $3,767+41.2% |
| Admin fee / account holder | $260 | $2,620-90.1% | $6,127-95.8% | $2,969-91.3% |