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 | $38,456 |
Service code 99 PO BOX 30918 · BILLINGS, MT 59116 | Other Fees | $35,584 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $108,290 | $56,767+90.8% | $101,794+6.4% | $85,563+26.6% |
| Participation rate | 41.9% | 57.6%-15.7pp | 69.2%-27.3pp | 66.0%-24.0pp |
| Annual return | 15.76% | 17.76%-2.0pp | 30.53%-14.8pp | 31.51%-15.7pp |
| Employer contribution / active EE | $899 | $1,112-19.1% | $2,289-60.7% | $2,654-66.1% |
| Participant deferral / active EE | $3,178 | $2,720+16.8% | $4,084-22.2% | $4,375-27.4% |
| Admin fee / account holder | $306 | $1,098-72.1% | $8,777-96.5% | $834-63.3% |