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 | $3,405 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,554 | $92,055+46.2% | $106,213+26.7% | $77,643+73.3% |
| Participation rate | 99.4% | 81.0%+18.4pp | 75.3%+24.2pp | 70.6%+28.9pp |
| Annual return | 50.85% | 17.91%+32.9pp | 116.14%-65.3pp | 31.24%+19.6pp |
| Employer contribution / active EE | $8,928 | $3,367+165.2% | $3,171+181.5% | $2,726+227.5% |
| Participant deferral / active EE | $2,945 | $5,386-45.3% | $5,016-41.3% | $4,647-36.6% |
| Admin fee / account holder | $6 | $219-97.4% | $11,033-99.9% | $430-98.7% |