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 | $95,146 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $23,624 | $64,612-63.4% | $86,436-72.7% | $64,808-63.5% |
| Participation rate | 92.5% | 81.5%+11.0pp | 80.3%+12.2pp | 71.5%+21.0pp |
| Annual return | -16.97% | 0.66%-17.6pp | 4394.89%-4411.9pp | 32.82%-49.8pp |
| Employer contribution / active EE | $1,236 | $2,744-55.0% | $3,769-67.2% | $2,506-50.7% |
| Participant deferral / active EE | $2,521 | $7,497-66.4% | $6,952-63.7% | $4,310-41.5% |
| Admin fee / account holder | $73 | $169-56.7% | $6,731-98.9% | $188-61.1% |