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 ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $27,169 |
PASI, LLC1 year Service code 13 10 TALCOTT NOTCH ROAD · FARMINGTON, CT 06032 | Contract Administrator | $5,025 |
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 | $54,631 | $82,202-33.5% | $125,339-56.4% | $64,808-15.7% |
| Participation rate | 95.5% | 77.9%+17.6pp | 82.4%+13.1pp | 71.5%+24.0pp |
| Annual return | -14.34% | 3.48%-17.8pp | 572.05%-586.4pp | 32.82%-47.2pp |
| Employer contribution / active EE | $1,170 | $3,615-67.7% | $4,814-75.7% | $2,506-53.3% |
| Participant deferral / active EE | $4,720 | $7,175-34.2% | $7,446-36.6% | $4,310+9.5% |
| Admin fee / account holder | $94 | $163-42.4% | $10,010-99.1% | $188-49.9% |