See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $144,950 |
FASCORE, LLC9 years Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,409 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,049 | $65,908+68.5% | $81,812+35.7% | $77,643+43.0% |
| Participation rate | 96.5% | 65.8%+30.7pp | 72.3%+24.2pp | 70.6%+25.9pp |
| Annual return | 12.49% | 26.64%-14.1pp | 773.79%-761.3pp | 31.24%-18.7pp |
| Employer contribution / active EE | $2,817 | $2,370+18.8% | $2,912-3.3% | $2,726+3.3% |
| Participant deferral / active EE | $5,635 | $3,505+60.8% | $4,319+30.5% | $4,647+21.3% |
| Admin fee / account holder | $292 | $526-44.5% | $7,386-96.0% | $430-32.1% |