Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 6-year trajectory for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,954 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,701 | $106,110-58.8% | $147,005-70.3% | $77,671-43.7% |
| Participation rate | 90.0% | 78.4%+11.6pp | 82.2%+7.9pp | 70.6%+19.5pp |
| Annual return | 42.60% | 56.77%-14.2pp | 418.76%-376.2pp | 31.21%+11.4pp |
| Employer contribution / active EE | $1,889 | $4,065-53.5% | $4,934-61.7% | $2,726-30.7% |
| Participant deferral / active EE | $13,562 | $7,992+69.7% | $8,070+68.1% | $4,648+191.8% |
| Admin fee / account holder | $19 | $338-94.3% | $13,006-99.9% | $430-95.5% |