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 INS CO AMERICA Service code 64 · EIN 04-1590850 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $69,638 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 · EIN 84-1532243 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $333 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,386 | $56,423+46.0% | $77,163+6.8% | $71,457+15.3% |
| Participation rate | 100.0% | 64.3%+35.7pp | 69.6%+30.4pp | 67.9%+32.1pp |
| Annual return | 15.30% | 19.05%-3.7pp | 37.87%-22.6pp | 28.85%-13.5pp |
| Employer contribution / active EE | $5,740 | $1,866+207.6% | $2,535+126.4% | $2,588+121.8% |
| Participant deferral / active EE | $3,947 | $3,142+25.6% | $3,833+3.0% | $4,289-8.0% |
| Admin fee / account holder | $345 | $1,429-75.8% | $5,472-93.7% | $1,587-78.3% |