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 | $20,056 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $403 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $13,022 | $81,248-84.0% | $155,509-91.6% | $80,856-83.9% |
| Participation rate | 67.3% | 66.2%+1.1pp | 78.2%-10.8pp | 67.6%-0.3pp |
| Annual return | 10.94% | 33.31%-22.4pp | 64.67%-53.7pp | 35.59%-24.7pp |
| Employer contribution / active EE | $1,506 | $3,100-51.4% | $4,672-67.8% | $2,755-45.3% |
| Participant deferral / active EE | $913 | $3,452-73.5% | $5,626-83.8% | $4,296-78.7% |
| Admin fee / account holder | $83 | $7,997-99.0% | $15,912-99.5% | $6,918-98.8% |