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. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Recordkeeping Fees | $25,790 |
Filed as: EMPOWER ADVISORY GROUP , LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Investment Management | $20,337 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,694 | $65,908-83.8% | $81,812-86.9% | $77,643-86.2% |
| Participation rate | 98.2% | 65.8%+32.4pp | 72.3%+25.9pp | 70.6%+27.6pp |
| Annual return | 16.25% | 26.64%-10.4pp | 773.79%-757.5pp | 31.24%-15.0pp |
| Employer contribution / active EE | $1,808 | $2,370-23.7% | $2,912-37.9% | $2,726-33.7% |
| Participant deferral / active EE | $1,448 | $3,505-58.7% | $4,319-66.5% | $4,647-68.9% |
| Admin fee / account holder | $38 | $526-92.9% | $7,386-99.5% | $430-91.3% |