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 10-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 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $55,219 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,722 |
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 | $35,597 | $50,982-30.2% | $154,803-77.0% | $85,563-58.4% |
| Participation rate | 98.2% | 59.8%+38.4pp | 78.1%+20.1pp | 66.0%+32.2pp |
| Annual return | 13.46% | 30.35%-16.9pp | 58.88%-45.4pp | 31.51%-18.1pp |
| Employer contribution / active EE | $2,330 | $1,708+36.4% | $4,305-45.9% | $2,654-12.2% |
| Participant deferral / active EE | $5,225 | $2,474+111.2% | $5,540-5.7% | $4,375+19.4% |
| Admin fee / account holder | $96 | $846-88.7% | $14,329-99.3% | $834-88.5% |