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 | $56,964 |
Service code 27 999 VANDERBILT BEACH RD STE 200 · NAPLES, FL 34108 | Advisory (Plan) | $49,870 |
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.
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 | $34,990 | $53,136-34.1% | $155,509-77.5% | $199,593-82.5% |
| Participation rate | 48.7% | 64.1%-15.4pp | 78.2%-29.5pp | 72.0%-23.3pp |
| Annual return | 9.36% | 41.15%-31.8pp | 64.67%-55.3pp | 34.25%-24.9pp |
| Employer contribution / active EE | $829 | $1,851-55.2% | $4,672-82.3% | $3,034-72.7% |
| Participant deferral / active EE | $1,212 | $3,161-61.7% | $5,626-78.5% | $5,087-76.2% |
| Admin fee / account holder | $95 | $185-48.6% | $15,912-99.4% | $269-64.6% |