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 5-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 | $166,680 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,544 | $122,693-87.3% | $184,203-91.6% | $199,593-92.2% |
| Participation rate | 97.9% | 86.8%+11.1pp | 86.8%+11.0pp | 72.0%+25.9pp |
| Annual return | 19.47% | 143.91%-124.4pp | 28.81%-9.3pp | 34.25%-14.8pp |
| Employer contribution / active EE | $2,136 | $4,584-53.4% | $6,427-66.8% | $3,034-29.6% |
| Participant deferral / active EE | $6,597 | $7,990-17.4% | $9,131-27.8% | $5,087+29.7% |
| Admin fee / account holder | $70 | $121-42.3% | $13,901-99.5% | $269-74.1% |