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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $96,581 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $33,422 |
Service code 10 100 MYERS DR · CHARLOTTESVILLE, VA 22901 | Accounting | $7,375 |
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 | $29,697 | $56,767-47.7% | $101,794-70.8% | $85,563-65.3% |
| Participation rate | 96.2% | 57.6%+38.6pp | 69.2%+27.0pp | 66.0%+30.2pp |
| Annual return | 18.41% | 17.76%+0.6pp | 30.53%-12.1pp | 31.51%-13.1pp |
| Employer contribution / active EE | $358 | $1,112-67.8% | $2,289-84.4% | $2,654-86.5% |
| Participant deferral / active EE | $4,898 | $2,720+80.1% | $4,084+19.9% | $4,375+12.0% |
| Admin fee / account holder | $108 | $1,098-90.2% | $8,777-98.8% | $834-87.1% |