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 ANNUTY INSURANCE COMPANY OF Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $32,215 |
Service code 27 12671 HIGH BLUFF DRIVE STE 200 · SAN DIEGO, CA 92130 | Advisory (Plan) | $30,981 |
Service code 13 · EIN 66-0553671 | Contract Administrator | $5,531 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,600 | $64,612-38.7% | $86,436-54.2% | $64,808-38.9% |
| Participation rate | 75.6% | 81.5%-5.9pp | 80.3%-4.7pp | 71.5%+4.1pp |
| Annual return | -14.50% | 0.66%-15.2pp | 4394.89%-4409.4pp | 32.82%-47.3pp |
| Employer contribution / active EE | $0 | $2,744-100.0% | $3,769-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $1,805 | $7,497-75.9% | $6,952-74.0% | $4,310-58.1% |
| Admin fee / account holder | $243 | $169+43.6% | $6,731-96.4% | $188+29.3% |