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 9-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 | $45,319 |
CREATIVE PLANNING LLC3 years Service code 27 5440 W 110TH ST STE 102 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $34,643 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $82,817 | $82,917-0.1% | $103,333-19.9% | $77,643+6.7% |
| Participation rate | 47.2% | 71.6%-24.3pp | 74.5%-27.3pp | 70.6%-23.4pp |
| Annual return | 27.70% | 19.13%+8.6pp | 24.88%+2.8pp | 31.24%-3.5pp |
| Employer contribution / active EE | $395 | $3,552-88.9% | $3,868-89.8% | $2,726-85.5% |
| Participant deferral / active EE | $2,722 | $4,108-33.7% | $5,057-46.2% | $4,647-41.4% |
| Admin fee / account holder | $337 | $638-47.1% | $8,355-96.0% | $430-21.6% |