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 | $100,939 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,670 |
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 | $89,709 | $54,193+65.5% | $93,606-4.2% | $77,643+15.5% |
| Participation rate | 73.8% | 63.9%+9.8pp | 68.7%+5.0pp | 70.6%+3.2pp |
| Annual return | 11.56% | 30.54%-19.0pp | 133.20%-121.6pp | 31.24%-19.7pp |
| Employer contribution / active EE | $2,257 | $1,168+93.2% | $2,420-6.7% | $2,726-17.2% |
| Participant deferral / active EE | $5,052 | $3,144+60.7% | $4,411+14.5% | $4,647+8.7% |
| Admin fee / account holder | $276 | $576-52.1% | $8,285-96.7% | $430-36.0% |