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 8-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 28 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $18,948 |
NOVA 401(K) ASSOCIATES6 years Service code 13 | Contract Administrator | $3,507 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,681 | $83,884-61.0% | $64,056-49.0% | $74,419-56.1% |
| Participation rate | 68.6% | 76.6%-8.0pp | 72.3%-3.7pp | 70.7%-2.1pp |
| Annual return | 16.99% | 16.57%+0.4pp | 33.69%-16.7pp | 34.38%-17.4pp |
| Employer contribution / active EE | $1,038 | $3,084-66.3% | $2,747-62.2% | $2,637-60.6% |
| Participant deferral / active EE | $2,269 | $3,692-38.5% | $3,880-41.5% | $4,528-49.9% |
| Admin fee / account holder | $105 | $196-46.4% | $3,068-96.6% | $348-69.8% |