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 7-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 | $30,990 |
Service code 27 PO BOX 35142 LB 1035 · SEATTLE, WA 981245142 | Advisory (Plan) | $23,282 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,038 | $77,503-34.1% | $100,391-49.2% | $80,856-36.9% |
| Participation rate | 68.4% | 76.9%-8.5pp | 81.5%-13.1pp | 67.6%+0.8pp |
| Annual return | 12.61% | 37.20%-24.6pp | 49.20%-36.6pp | 35.59%-23.0pp |
| Employer contribution / active EE | $1,594 | $2,801-43.1% | $3,942-59.6% | $2,755-42.2% |
| Participant deferral / active EE | $7,135 | $6,820+4.6% | $8,082-11.7% | $4,296+66.1% |
| Admin fee / account holder | $489 | $5,897-91.7% | $7,899-93.8% | $6,918-92.9% |