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 7-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 | $35,979 |
SYNOVUS TRUST COMPANY N.A.4 years Service code 99 1111 BAY AVE FL 4 STE 402 · COLUMBUS, GA 31901 | Other Fees | $22,864 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,078 | $67,984-19.0% | $65,493-15.9% | $74,304-25.9% |
| Participation rate | 22.2% | 66.3%-44.2pp | 73.1%-50.9pp | 60.3%-38.2pp |
| Annual return | 8.53% | 19.87%-11.3pp | 982.45%-973.9pp | 29.43%-20.9pp |
| Employer contribution / active EE | $683 | $2,491-72.6% | $2,574-73.5% | $2,241-69.5% |
| Participant deferral / active EE | $1,114 | $3,346-66.7% | $3,961-71.9% | $3,767-70.4% |
| Admin fee / account holder | $395 | $1,373-71.2% | $5,028-92.1% | $2,969-86.7% |