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 | $34,139 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,679 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,244 | $54,193-38.7% | $93,606-64.5% | $77,643-57.2% |
| Participation rate | 53.2% | 63.9%-10.7pp | 68.7%-15.5pp | 70.6%-17.4pp |
| Annual return | 10.29% | 30.54%-20.2pp | 133.20%-122.9pp | 31.24%-20.9pp |
| Employer contribution / active EE | $360 | $1,168-69.1% | $2,420-85.1% | $2,726-86.8% |
| Participant deferral / active EE | $1,730 | $3,144-45.0% | $4,411-60.8% | $4,647-62.8% |
| Admin fee / account holder | $102 | $576-82.3% | $8,285-98.8% | $430-76.3% |