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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $30,593 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11,738 |
Service code 27 6300 BRIDGE POINT PKWY BLDG 1 STE 3 · AUSTIN, TX 787305097 | Advisory (Plan) | $6,135 |
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 opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,353 | $106,028-64.8% | $146,958-74.6% | $77,643-51.9% |
| Participation rate | 92.7% | 78.4%+14.3pp | 82.2%+10.5pp | 70.6%+22.1pp |
| Annual return | 20.76% | 56.73%-36.0pp | 418.34%-397.6pp | 31.24%-10.5pp |
| Employer contribution / active EE | $1,793 | $4,063-55.9% | $4,933-63.7% | $2,726-34.2% |
| Participant deferral / active EE | $5,543 | $7,990-30.6% | $8,070-31.3% | $4,647+19.3% |
| Admin fee / account holder | $127 | $337-62.5% | $12,998-99.0% | $430-70.6% |