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 | $7,880 |
Service code 28 353 NORTH CLARK STREET · CHICAGO, IL 60654 | Investment Management | $100 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $29,623 | $49,451-40.1% | $79,550-62.8% | $66,914-55.7% |
| Participation rate | 28.5% | 61.3%-32.9pp | 69.5%-41.0pp | 69.8%-41.3pp |
| Annual return | -20.32% | 84.25%-104.6pp | 0.16%-20.5pp | 1.58%-21.9pp |
| Employer contribution / active EE | $694 | $1,266-45.2% | $2,413-71.2% | $2,544-72.7% |
| Participant deferral / active EE | $1,499 | $3,159-52.6% | $3,985-62.4% | $4,237-64.6% |
| Admin fee / account holder | $177 | $595-70.2% | $6,832-97.4% | $593-70.1% |