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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $29,332 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $16,950 |
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 | $113,611 | $61,058+86.1% | $71,209+59.5% | $85,563+32.8% |
| Participation rate | 98.8% | 58.6%+40.2pp | 73.8%+25.1pp | 66.0%+32.8pp |
| Annual return | 15.30% | 100.41%-85.1pp | 282.51%-267.2pp | 31.51%-16.2pp |
| Employer contribution / active EE | $1,758 | $2,199-20.1% | $2,721-35.4% | $2,654-33.8% |
| Participant deferral / active EE | $6,144 | $3,173+93.7% | $4,175+47.2% | $4,375+40.4% |
| Admin fee / account holder | $156 | $855-81.8% | $5,349-97.1% | $834-81.3% |