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 9-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 | $29,688 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $23,639 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,848 | $100,923+0.9% | $150,045-32.1% | $74,304+37.1% |
| Participation rate | 85.4% | 70.1%+15.4pp | 82.3%+3.1pp | 60.3%+25.1pp |
| Annual return | 17.92% | 51.77%-33.8pp | 62.55%-44.6pp | 29.43%-11.5pp |
| Employer contribution / active EE | $1,891 | $3,463-45.4% | $4,693-59.7% | $2,241-15.6% |
| Participant deferral / active EE | $8,195 | $6,709+22.1% | $7,997+2.5% | $3,767+117.5% |
| Admin fee / account holder | $315 | $2,767-88.6% | $13,435-97.7% | $2,969-89.4% |