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 6-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 | $61,266 |
MMA SECURITIES LLC5 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $35,916 |
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 | $46,818 | $101,317-53.8% | $146,958-68.1% | $74,495-37.2% |
| Participation rate | 94.0% | 75.5%+18.5pp | 82.2%+11.9pp | 67.2%+26.8pp |
| Annual return | 18.51% | 8730.91%-8712.4pp | 418.34%-399.8pp | 1364.94%-1346.4pp |
| Employer contribution / active EE | $9 | $3,810-99.8% | $4,933-99.8% | $2,623-99.7% |
| Participant deferral / active EE | $14,994 | $7,303+105.3% | $8,070+85.8% | $4,346+245.0% |
| Admin fee / account holder | $244 | $1,739-86.0% | $12,998-98.1% | $1,942-87.5% |