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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $248,157 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $101,465 |
Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $400 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $74,662 | $50,127+48.9% | $149,673-50.1% | $80,160-6.9% |
| Participation rate | 85.3% | 64.3%+21.0pp | 78.8%+6.5pp | 72.9%+12.3pp |
| Annual return | 82.69% | 29.82%+52.9pp | 134.42%-51.7pp | 40.38%+42.3pp |
| Employer contribution / active EE | $2,354 | $1,865+26.2% | $4,818-51.1% | $2,978-21.0% |
| Participant deferral / active EE | $4,820 | $3,194+50.9% | $5,680-15.1% | $5,017-3.9% |
| Admin fee / account holder | $234 | $153+53.0% | $13,210-98.2% | $145+61.2% |