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 3-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 | $33,504 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $22,050 | $60,323-63.4% | $81,812-73.0% | $74,495-70.4% |
| Participation rate | 90.9% | 62.9%+28.1pp | 72.3%+18.6pp | 67.2%+23.7pp |
| Annual return | 26.32% | 16.90%+9.4pp | 773.79%-747.5pp | 1364.94%-1338.6pp |
| Employer contribution / active EE | $0 | $2,620-100.0% | $2,912-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $6,467 | $3,387+90.9% | $4,319+49.8% | $4,346+48.8% |
| Admin fee / account holder | $184 | $1,486-87.6% | $7,386-97.5% | $1,942-90.5% |