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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $46,137 |
Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $400 |
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 | $86,890 | $89,808-3.2% | $100,391-13.4% | $77,643+11.9% |
| Participation rate | 98.3% | 81.2%+17.1pp | 81.5%+16.8pp | 70.6%+27.7pp |
| Annual return | 17.69% | 20.62%-2.9pp | 49.20%-31.5pp | 31.24%-13.5pp |
| Employer contribution / active EE | $3,681 | $3,039+21.1% | $3,942-6.6% | $2,726+35.0% |
| Participant deferral / active EE | $10,723 | $8,284+29.4% | $8,082+32.7% | $4,647+130.7% |
| Admin fee / account holder | $60 | $174-65.7% | $7,899-99.2% | $430-86.1% |