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 9-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 INSRANCE CO Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,263 |
Service code 27 · EIN 81-5475391 653 SKIPPACK PIKE STE 210 · BLUE BELL, PA 19422 | Advisory (Plan) | $7,857 |
Service code 13 · EIN 26-4274775 4 WOODLAND CIRCLE · MOUNTAIN TOP, PA 18707 | Contract Administrator | $7,642 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $303 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $34,359 | $55,415-38.0% | $155,509-77.9% | $74,495-53.9% |
| Participation rate | 55.6% | 61.9%-6.3pp | 78.2%-22.6pp | 67.2%-11.6pp |
| Annual return | 18.55% | 268.50%-249.9pp | 64.67%-46.1pp | 1364.94%-1346.4pp |
| Employer contribution / active EE | $312 | $2,267-86.2% | $4,672-93.3% | $2,623-88.1% |
| Participant deferral / active EE | $2,543 | $2,836-10.3% | $5,626-54.8% | $4,346-41.5% |
| Admin fee / account holder | $152 | $1,738-91.3% | $15,912-99.0% | $1,942-92.2% |