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 | $78,689 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 · EIN 84-1532243 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,037 |
MMLIS1 year Service code 55 · EIN 04-1590850 1295 STATE ST · SPRINGFIELD, MA 011110001 | Other Commissions | $1,427 |
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 | $90,329 | $62,127+45.4% | $81,382+11.0% | $74,495+21.3% |
| Participation rate | 98.5% | 64.0%+34.5pp | 69.5%+29.0pp | 67.2%+31.3pp |
| Annual return | 12.36% | 16.48%-4.1pp | 24.73%-12.4pp | 1364.94%-1352.6pp |
| Employer contribution / active EE | $6,179 | $1,882+228.3% | $2,463+150.9% | $2,623+135.6% |
| Participant deferral / active EE | $4,344 | $3,229+34.5% | $3,883+11.9% | $4,3460% |
| Admin fee / account holder | $406 | $1,934-79.0% | $5,768-93.0% | $1,942-79.1% |