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 7-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 | $80,831 |
Service code 27 8111 PRESTON ROAD, STE. 500 · DALLAS, TX 75225 | Advisory (Plan) | $37,290 |
CHARLES SCHWAB & CO., INC.6 years Service code 59 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $209,030 | $62,127+236.5% | $81,382+156.9% | $74,495+180.6% |
| Participation rate | 70.5% | 64.0%+6.5pp | 69.5%+1.0pp | 67.2%+3.3pp |
| Annual return | 12.94% | 16.48%-3.5pp | 24.73%-11.8pp | 1364.94%-1352.0pp |
| Employer contribution / active EE | $4,325 | $1,882+129.8% | $2,463+75.6% | $2,623+64.9% |
| Participant deferral / active EE | $7,131 | $3,229+120.8% | $3,883+83.6% | $4,346+64.1% |
| Admin fee / account holder | $606 | $1,934-68.7% | $5,768-89.5% | $1,942-68.8% |