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 | $14,525 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,120 |
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 | $72,555 | $64,119+13.2% | $112,228-35.4% | $66,914+8.4% |
| Participation rate | 81.5% | 68.5%+13.1pp | 75.1%+6.5pp | 69.8%+11.7pp |
| Annual return | -11.11% | -13.81%+2.7pp | 27.45%-38.6pp | 1.58%-12.7pp |
| Employer contribution / active EE | $3,590 | $3,005+19.5% | $3,635-1.2% | $2,544+41.1% |
| Participant deferral / active EE | $8,482 | $3,693+129.7% | $4,728+79.4% | $4,237+100.2% |
| Admin fee / account holder | $169 | $625-73.0% | $6,410-97.4% | $593-71.5% |