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 26 · EIN 71-0294708 | Advisory (Participants) | $102,890 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $212,629 | $106,028+100.5% | $146,958+44.7% | $77,643+173.9% |
| Participation rate | 95.7% | 78.4%+17.3pp | 82.2%+13.5pp | 70.6%+25.1pp |
| Annual return | 14.84% | 56.73%-41.9pp | 418.34%-403.5pp | 31.24%-16.4pp |
| Employer contribution / active EE | $29,442 | $4,063+624.6% | $4,933+496.9% | $2,726+980.1% |
| Participant deferral / active EE | $16,973 | $7,990+112.4% | $8,070+110.3% | $4,647+265.2% |
| Admin fee / account holder | $287 | $337-15.1% | $12,998-97.8% | $430-33.4% |