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 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $12,288 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $429 |
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 | $26,790 | $86,897-69.2% | $151,611-82.3% | $64,808-58.7% |
| Participation rate | 95.7% | 87.3%+8.4pp | 87.5%+8.2pp | 71.5%+24.2pp |
| Annual return | -14.32% | -3.57%-10.8pp | 3.33%-17.6pp | 32.82%-47.1pp |
| Employer contribution / active EE | $2,406 | $4,010-40.0% | $6,166-61.0% | $2,506-4.0% |
| Participant deferral / active EE | $8,100 | $6,690+21.1% | $8,363-3.2% | $4,310+87.9% |
| Admin fee / account holder | $35 | $153-77.1% | $11,616-99.7% | $188-81.4% |