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 64 · EIN 83-4140477 | Recordkeeping Fees | $23,274 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $4,033 | $42,353-90.5% | $79,550-94.9% | $64,808-93.8% |
| Participation rate | 88.1% | 64.8%+23.3pp | 69.5%+18.6pp | 71.5%+16.6pp |
| Annual return | -15.24% | -12.24%-3.0pp | 0.16%-15.4pp | 32.82%-48.1pp |
| Employer contribution / active EE | $411 | $1,181-65.2% | $2,413-83.0% | $2,506-83.6% |
| Participant deferral / active EE | $2,396 | $3,170-24.4% | $3,985-39.9% | $4,310-44.4% |
| Admin fee / account holder | $48 | $160-70.1% | $6,832-99.3% | $188-74.6% |