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 | $108,519 |
Service code 27 PO BOX 198928 · NASHVILLE, TN 37238 | Advisory (Plan) | $45,000 |
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $296,828 | $101,317+193.0% | $146,958+102.0% | $74,495+298.5% |
| Participation rate | 99.6% | 75.5%+24.0pp | 82.2%+17.4pp | 67.2%+32.4pp |
| Annual return | 10.43% | 8730.91%-8720.5pp | 418.34%-407.9pp | 1364.94%-1354.5pp |
| Employer contribution / active EE | $3,871 | $3,810+1.6% | $4,933-21.5% | $2,623+47.6% |
| Participant deferral / active EE | $13,523 | $7,303+85.2% | $8,070+67.6% | $4,346+211.2% |
| Admin fee / account holder | $574 | $1,739-67.0% | $12,998-95.6% | $1,942-70.4% |