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 | $763,679 |
Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $900 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder servicing fees; Other inv... | $325 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $26,113 | $106,382-75.5% | $136,007-80.8% | $106,382-75.5% |
| Participation rate | 93.6% | 69.9%+23.7pp | 76.5%+17.1pp | 69.9%+23.7pp |
| Annual return | 9.19% | 17.37%-8.2pp | 579.32%-570.1pp | 17.37%-8.2pp |
| Employer contribution / active EE | $1,927 | $3,364-42.7% | $4,217-54.3% | $3,364-42.7% |
| Participant deferral / active EE | $2,879 | $5,569-48.3% | $7,025-59.0% | $5,569-48.3% |
| Admin fee / account holder | $48 | $79-39.8% | $6,858-99.3% | $79-39.8% |