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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.
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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 Service code 13 · EIN 06-1050034 | Contract Administrator | $837,877 |
APRIO LLP1 year Service code 10 · EIN 57-1157523 | Accounting | $122,750 |
CREATIVE PLANNING LLC2 years Service code 27 · EIN 43-1270780 | Advisory (Plan) | $80,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $27,469 | $53,531-48.7% | $86,188-68.1% | $96,393-71.5% |
| Participation rate | 54.6% | 53.4%+1.2pp | 69.0%-14.4pp | 71.3%-16.7pp |
| Annual return | 18.25% | 20.51%-2.3pp | 1168.45%-1150.2pp | 22.88%-4.6pp |
| Employer contribution / active EE | $955 | $1,158-17.5% | $2,380-59.9% | $3,238-70.5% |
| Participant deferral / active EE | $3,408 | $1,965+73.5% | $3,985-14.5% | $5,455-37.5% |
| Admin fee / account holder | $88 | $55+59.2% | $6,852-98.7% | $74+19.5% |