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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $14,015 | $49,915-71.9% | $154,803-90.9% | $74,304-81.1% |
| Participation rate | 59.8% | 54.0%+5.9pp | 78.1%-18.2pp | 60.3%-0.5pp |
| Annual return | 8.99% | 34.06%-25.1pp | 58.88%-49.9pp | 29.43%-20.4pp |
| Employer contribution / active EE | $1,398 | $1,611-13.2% | $4,305-67.5% | $2,241-37.6% |
| Participant deferral / active EE | $812 | $2,255-64.0% | $5,540-85.3% | $3,767-78.4% |
| Admin fee / account holder | $131 | $2,189-94.0% | $14,329-99.1% | $2,969-95.6% |