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 Service code 64 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $647,687 |
CREATIVE PLANNING LLC3 years Service code 27 5440 W 110TH ST STE 102 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $80,000 |
APRIO LLP2 years Service code 99 PO BOX 117310 · ATLANTA, GA 30368 | Other Fees | $63,000 |
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 | $31,269 | $57,150-45.3% | $93,606-66.6% | $106,382-70.6% |
| Participation rate | 23.7% | 49.1%-25.4pp | 68.7%-45.0pp | 69.9%-46.1pp |
| Annual return | 13.20% | 15.81%-2.6pp | 133.20%-120.0pp | 17.37%-4.2pp |
| Employer contribution / active EE | $556 | $1,015-45.2% | $2,420-77.0% | $3,364-83.5% |
| Participant deferral / active EE | $2,030 | $1,853+9.6% | $4,411-54.0% | $5,569-63.5% |
| Admin fee / account holder | $82 | $64+27.1% | $8,285-99.0% | $79+3.2% |