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 INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,582 |
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 | $53,345 | $64,612-17.4% | $86,436-38.3% | $64,808-17.7% |
| Participation rate | 94.3% | 81.5%+12.8pp | 80.3%+14.0pp | 71.5%+22.8pp |
| Annual return | -16.11% | 0.66%-16.8pp | 4394.89%-4411.0pp | 32.82%-48.9pp |
| Employer contribution / active EE | $6,937 | $2,744+152.8% | $3,769+84.1% | $2,506+176.8% |
| Participant deferral / active EE | $9,831 | $7,497+31.1% | $6,952+41.4% | $4,310+128.1% |
| Admin fee / account holder | $14 | $169-91.7% | $6,731-99.8% | $188-92.5% |