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 59 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder Servicing | $80,648 |
DEFINITI LLC3 years Service code 13 2201 TIMBERLOCH PL STE 150 · THE WOODLANDS, TX 77380 | Contract Administrator | $15,275 |
CREATIVE PLANNING LLC1 year Service code 27 5440 W. 110TH ST STE 102 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $10,000 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 59 | Shareholder Servicing | $0 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,099 | $129,021-37.9% | $184,203-56.5% | $77,643+3.2% |
| Participation rate | 92.6% | 87.3%+5.2pp | 86.8%+5.7pp | 70.6%+22.0pp |
| Annual return | 33.67% | 33.27%+0.4pp | 28.81%+4.9pp | 31.24%+2.4pp |
| Employer contribution / active EE | $2,560 | $4,413-42.0% | $6,427-60.2% | $2,726-6.1% |
| Participant deferral / active EE | $12,645 | $7,297+73.3% | $9,131+38.5% | $4,647+172.1% |
| Admin fee / account holder | $145 | $254-42.8% | $13,901-99.0% | $430-66.3% |