Filed April 22, 2025 (most recent of 4 filings on file)
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 10-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 Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $286,993 |
Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $3,600 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 26 · EIN 84-0965407 | Advisory (Participants) | $1,556 |
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 | $124,343 | $148,970-16.5% | $136,007-8.6% | $199,593-37.7% |
| Participation rate | 96.5% | 79.4%+17.2pp | 76.5%+20.1pp | 72.0%+24.6pp |
| Annual return | 15.13% | 27.07%-11.9pp | 579.32%-564.2pp | 34.25%-19.1pp |
| Employer contribution / active EE | $6,461 | $3,561+81.4% | $4,217+53.2% | $3,034+112.9% |
| Participant deferral / active EE | $8,400 | $6,140+36.8% | $7,025+19.6% | $5,087+65.1% |
| Admin fee / account holder | $47 | $144-67.3% | $6,858-99.3% | $269-82.5% |