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 | $26,075 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $244 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,754 | $51,197-45.8% | $82,719-66.4% | $66,914-58.5% |
| Participation rate | 88.9% | 67.8%+21.1pp | 72.6%+16.4pp | 69.8%+19.1pp |
| Annual return | -17.97% | -9.64%-8.3pp | 701.18%-719.1pp | 1.58%-19.5pp |
| Employer contribution / active EE | $3,112 | $2,611+19.2% | $3,009+3.4% | $2,544+22.3% |
| Participant deferral / active EE | $3,903 | $3,458+12.9% | $4,395-11.2% | $4,237-7.9% |
| Admin fee / account holder | $175 | $416-58.0% | $5,329-96.7% | $593-70.6% |