See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,341 |
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $466 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $398 |
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 | $38,124 | $58,320-34.6% | $86,436-55.9% | $66,914-43.0% |
| Participation rate | 71.4% | 78.6%-7.2pp | 80.3%-8.9pp | 69.8%+1.6pp |
| Annual return | -8.48% | -9.71%+1.2pp | 4394.89%-4403.4pp | 1.58%-10.1pp |
| Employer contribution / active EE | $4,125 | $2,615+57.7% | $3,769+9.5% | $2,544+62.1% |
| Participant deferral / active EE | $8,335 | $6,899+20.8% | $6,952+19.9% | $4,237+96.7% |
| Admin fee / account holder | $45 | $546-91.8% | $6,731-99.3% | $593-92.5% |