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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 9-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 INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,781 |
Service code 13 · EIN 62-1038805 | Contract Administrator | $1,635 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,924 | $148,534-79.2% | $135,903-77.2% | $139,434-77.8% |
| Participation rate | 0.0% | 83.9%-83.9pp | 81.9%-81.9pp | 80.3%-80.3pp |
| Annual return | 13.38% | 79.19%-65.8pp | 68.23%-54.8pp | 372.94%-359.6pp |
| Employer contribution / active EE | $8,641 | $5,243+64.8% | $4,856+77.9% | $4,751+81.9% |
| Participant deferral / active EE | $20,794 | $8,100+156.7% | $7,758+168.0% | $6,710+209.9% |
| Admin fee / account holder | $164 | $12,400-98.7% | $10,762-98.5% | $11,403-98.6% |