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 13 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $7,760 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $189,834 | $88,083+115.5% | $164,813+15.2% | $74,495+154.8% |
| Participation rate | 68.4% | 73.0%-4.6pp | 78.6%-10.2pp | 67.2%+1.2pp |
| Annual return | 8.99% | 17.26%-8.3pp | 69.93%-60.9pp | 1364.94%-1356.0pp |
| Employer contribution / active EE | $3,725 | $2,593+43.7% | $4,341-14.2% | $2,623+42.0% |
| Participant deferral / active EE | $8,055 | $4,498+79.1% | $6,031+33.6% | $4,346+85.4% |
| Admin fee / account holder | $37 | $2,234-98.4% | $12,690-99.7% | $1,942-98.1% |